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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
9901 I.H.10 West Suite 800, San Antonio, TX 78230 • United States
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Group | San Antonio | TX | 08/2007 | 09/2021 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 10/2021 | Present |
| Charles Schwab Bank, Ssb | San Antonio | TX | 10/2021 | Present |
| Trajan Wealth, Llc | Scottsdale | AZ | 10/2024 | Present |
Advisor will act as Insurance agent related to his investment business. Hours for this activity will be approximately 30 hrs. per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-04 |
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