Steven Robert Woodhead

Current Employers

Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-08-10

UT RA
APPROVED

Since 2018-08-10

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

13907 S. Minuteman Dr Suite 125, Draper, UT 84020 • United States

240 N. East Promontory Suite 200, Farmington, UT 84025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Woodhead Financial Inc.	Sandy	UT	01/1996	Present
Jd Mellberg Financial, Llc	Tucson	AZ	11/2014	08/2018
Trajan Wealth, Llc	Scottsdale	UT	08/2018	Present

01/1996 → Present

Woodhead Financial Inc.

Sandy, UT
11/2014 → 08/2018

Jd Mellberg Financial, Llc

Tucson, AZ
08/2018 → Present

Trajan Wealth, Llc

Scottsdale, UT

Previous Registrations

2016-02-29 → 2018-08-13

Secure Investment Management, Llc

Pleasant View, UT

Sandy, UT

Tucson, AZ

American Fork, UT

Other Businesses

1) Woodhead Financial Inc. - Non-Investment related business - 583 N. Star Mill Lane, American Fork, UT 84003 - Insurance/Annuity related business - Owner/Licensed Insurance Agent - Start date - 01/1996 - Present - 5- 10 hours per week and during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-27

S65 Uniform Investment Adviser Law Examination

2016-01-27

View on SEC IAPD

Current Employers

Trajan Wealth, L.L.C.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews