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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-18 |
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 |
|---|---|---|---|---|
| Learnvest Inc. | Scottsdale | AZ | 03/2015 | 06/2018 |
| Northwestern Mutual Invesment Services, Llc | Scottsdale | AZ | 08/2018 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2018 | 06/2019 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 12/2019 | 07/2021 |
| Unemployed | Phoenix | AZ | 07/2019 | 11/2019 |
| Unionbanc Investment Services, Llc | Tempe | AZ | 09/2021 | 09/2022 |
| Versant Capital Management | Phoenix | AZ | 09/2022 | 11/2022 |
| Unionbanc Investment Services | Tempe | AZ | 01/2023 | 03/2024 |
| First Advisors National | Atlanta | GA | 03/2024 | 07/2024 |
| Trajan Wealth, Llc | Scottsdale | AZ | 10/2024 | Present |
IAR will sell fixed-indexed annuities relative to his employment at Trajan Wealth. This activity will comprise about 30hrs per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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