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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-10 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Silverdale | WA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Silverdale | WA | 11/2016 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 12/2021 | 01/2025 |
| Bank Of America, N.A. | Seattle | WA | 12/2021 | 01/2025 |
| Not Employed | Scottsdale | AZ | 01/2025 | 08/2025 |
| Trajan Wealth | Scottsdale | AZ | 08/2025 | Present |
as part of Trajan employment, IAR will also act in capacity of insurance agent selling fixed indexed annuities. This will comprise approx. 30 hrs. per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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