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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-03-30 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
3567 E. Sunrise Dr. #133B, Tuscon, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Management | Tucson | AZ | 03/2014 | 02/2018 |
| Jd Mellberg Financial | Tucson | AZ | 12/2012 | 02/2018 |
| Trajan Wealth, Llc | Scottsdale | AZ | 02/2018 | Present |
1) INDEPENDENT INSURANCE AGENT, NON-INVESTMENT RELATED BUSINESS, SCOTTSDALE, AZ, ANNUITY/INSURANCE RELATED BUSINESS, LICENSED INSURANCE AGENT, START DATE - 2/2018 - PRESENT. 40 HOURS PER WEEK AND DURING TRADING HOURS. 2) RAISER, LLC - NON-INVESTMENT RELATED - 1455 MARKET STREET, SAN FRANCISCO, CA. 94103 - TRANSPORTATION RELATED BUSINESS - DRIVER - START DATE 02/2016 - PRESENT - HOURS WORKED VARY - ALL HOURS WORKED WILL BE AFTER TRADING HOURS OR ON WEEKENDS. 3) RA MURA, LLC; NON-INVESTMENT-RELATED; ARIZONA; RENTAL PROPERTY; APPROX. 1 HR/MO OUTSIDE TRADING HOURS; OWNS AND MANAGES RENTAL PROPERTIES 4) TUNDRA VENDING, LLC; NON-INVESTMENT-RELATED; ARIZONA; VENDING MACHINES; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; OWNS AND MANAGES ICE & WATER VENDING MACHINES 5) RA SUN QUEST, LLC; NON-INVESTMENT-RELATED; ARIZONA; RENTAL PROPERTY; APPROX. 1 HR/MO OUTSIDE TRADING HOURS; OWNS AND MANAGES RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-24 |
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