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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-13 |
Branch Locations
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Sheehy Construction Co., | St. Paul | MN | 06/2015 | 05/2017 |
| Community Living Options | Scandia | MN | 05/2017 | 08/2017 |
| Mains'l Services Llc | St. Paul | MN | 01/2017 | 05/2018 |
| Kage Innovation Llc | Osceola | WI | 05/2018 | 06/2018 |
| Counsel Wealth Management | St. Paul | MN | 06/2018 | 06/2019 |
| Edward Jones | Tempe | AZ | 07/2019 | 09/2021 |
| Strategy Financial Group | Scottsdale | AZ | 12/2021 | 12/2024 |
| Zarepath | Mesa | AZ | 08/2024 | 09/2025 |
| Lucas Retirement Group | Anthem | AZ | 01/2025 | 06/2025 |
| Juniper Wealth Management | Scottsdale | AZ | 06/2025 | 05/2026 |
| Simplicity Wealth | Summit | NJ | 10/2025 | 05/2026 |
| Trajan Wealth | Scottsdale | AZ | 07/2026 | Present |
Doran O'Brien- as an employee of Trajan Wealth, Doran will spend approx. 30 hours per month acting as an insurance agent selling insurance policies, primarily fixed indexed annuities to meet clients' needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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