Best Investors
Account
Sign in
Best Investors
Account
Sign in
Trajan Wealth, L.l.c. CRD 158847
$2.60B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-05 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 11/2016 | 06/2021 |
| Utc Aerospace Systems | Rockford | IL | 01/2016 | 10/2016 |
| Paradise Pool Boys | Scottsdale | AZ | 05/2018 | 03/2019 |
| Trajan Wealth, Llc | Scottsdale | AZ | 10/2022 | Present |
| Unemployed | Scottsdale | AZ | 06/2021 | 10/2022 |
INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-22 |
Reach out to this advisor