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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-04-07 |
Branch Locations
2245 Texas Drive, Sugar Land, TX 77478 • United States
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 |
|---|---|---|---|---|
| Investment Centers Of America | Dekalb | IL | 02/2016 | 03/2017 |
| National Planning Corporation | Tucson | AZ | 04/2017 | 11/2017 |
| Southwest Investment Advisors, Inc. | Tucson | AZ | 04/2017 | 10/2018 |
| Compass Planning Group | Dekalb | IL | 02/2016 | 03/2017 |
| Lpl Financial Llc | Tucson | AZ | 11/2017 | 10/2018 |
| Trajan Wealth, Llc | Scottsdale | AZ | 02/2021 | Present |
| Raytheon Technologies | Tucson | AZ | 02/2019 | 02/2021 |
| Target Distribution Center | Tucson | AZ | 11/2018 | 01/2019 |
INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; 2021; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
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