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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-01 |
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 |
|---|---|---|---|---|
| Murray And Co Asset Management (Acquired By Mgc) | Austin | TX | 05/2014 | 01/2018 |
| Mercer Global Advisors Inc | Austin | TX | 01/2018 | 01/2019 |
| Fisher Investments | Plano | TX | 04/2020 | 10/2022 |
| Frost Bank | Austin | TX | 03/2019 | 05/2019 |
| C Hall'S Racket Stringing And Tennis Lessons | Austin | TX | 03/2019 | 04/2020 |
| Trajan Wealth, Llc | Scottsdale | AZ | 10/2022 | Present |
INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 3 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
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