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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-04-28 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Pryor | OK | 03/2016 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Pryor | OK | 04/2016 | 10/2019 |
| Rcb Wealth Management | Pryor | OK | 03/2016 | 03/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2019 | 03/2020 |
| Cetera Investment Advisers Llc | Pryor | OK | 10/2019 | 03/2020 |
| Trajan Wealth, Llc | Scottsdale | AZ | 03/2020 | 01/2022 |
| Trajan Wealth, Llc | Scottsdale | AZ | 04/2022 | Present |
Trajan Wealth, L.L.C.- INSURANCE AGENT, YES, 3030 NW EXPRESSWAY, 2ND FL OKLAHOMA CITY,OK 73118, 72 HRS/MONTH, 5HRS/WEEK DURING TRADING HOURS,CONSULT AND SELL INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-14 |
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