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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-09 |
Branch Locations
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 Financial Advisors, Inc | Phoenix | AZ | 02/2010 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2010 | 12/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 01/2018 | 10/2021 |
| Usaa Life Insurance Company | Phoenix | AZ | 12/2020 | 10/2021 |
| Charles Schwab & Co., Inc | Phoenix | AZ | 10/2021 | 07/2025 |
| Charles Schwab Bank Ssb | Phoenix | AZ | 10/2021 | 07/2025 |
| Trajan Wealth | Scottsdale | AZ | 09/2025 | Present |
In capacity at Trajan, Nicholas will also act as an insurance agent selling fixed-indexed annuities. This will compromise approx 30 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-19 |
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