Walter Steven Less

Current Employers

Trajan Wealth, L.L.C.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-27

CA RA
APPROVED

Since 2026-07-27

Branch Locations

34125 Us Highway 19 Suites 110 And 200, Palm Harbor, FL 34684 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Myrtle Beach	SC	05/2009	01/2017
South State Investment Services	Myrtle Beach	SC	05/2014	01/2017
Wells Fargo Clearing Services, Llc	Charleston	SC	01/2017	09/2018
Lpl Financial Llc	Savannah	GA	09/2018	07/2026
Trajan Wealth Llc	Scottsdale	AZ	07/2026	Present

05/2009 → 01/2017

Lpl Financial Llc

Myrtle Beach, SC
05/2014 → 01/2017

South State Investment Services

Myrtle Beach, SC
01/2017 → 09/2018

Wells Fargo Clearing Services, Llc

Charleston, SC
09/2018 → 07/2026

Lpl Financial Llc

Savannah, GA
07/2026 → Present

Trajan Wealth Llc

Scottsdale, AZ

Previous Registrations

2018-09-25 → 2025-07-30

Lpl Financial Llc

Tampa, FL

Myrtle Beach, SC

Richmond Hill, GA

Savannah, GA

Skidaway Island, GA

Bamberg, SC

Hardeeville, SC

Walterboro, SC

Denmark, SC

Ridgeland, SC

Lady'S Island, SC

Dunedin, FL
2017-01-31 → 2018-10-02

Wells Fargo Clearing Services, Llc

Myrtle Beach, SC

Charleston, SC

Conway, SC

Myrtle Beach, SC
2014-05-14 → 2017-02-07

Lpl Financial Llc

Conway, SC

Myrtle Beach, SC

Sunset Beach, NC

Little River, SC

North Myrtle Beach, SC

Myrtle Beach, SC

Myrtle Beach, SC

Myrtle Beach, SC

San Diego, CA

Little River, SC

Myrtle Beach, SC

Sunset Beach, NC

Conway, SC
2011-09-14 → 2014-05-16

Sorrento Pacific Financial, Llc

Myrtle Beach, SC

San Diego, CA
2009-09-29 → 2011-08-16

Uvest Financial Services Group, Inc.

Myrtle Beach, SC

Charlotte, NC
2006-11-22 → 2009-05-07

Edward Jones

Peachtree City, GA

Southport, NC

St Louis, MO

Mahopac, NY

St Louis, MO

Cheraw, SC

Derry, NH

St Louis, MO

Owensboro, KY

Southport, NC

St Louis, MO

Mt Vernon, MO

Southport, NC

St Louis, MO

Rockford, IL

Calabash, NC

Raceland, LA

Southport, NC

St Louis, MO

Forrest City, AR

Goldsboro, NC

Southport, NC

St Louis, MO

Bossier City, LA

Southport, NC

St Louis, MO

Other Businesses

1) INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2) 07/27/2023 - LADY TRACY LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Owner - Start Date 06/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-09-19

S66 Uniform Combined State Law Examination

2006-09-19

View on SEC IAPD