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Cody Richard Hall

Trajan Wealth, L.L.C.

Austin, TX

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-01
  • TX RA
    APPROVED
    Since 2022-11-01

Branch Locations

Austin, TX • United States

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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
OrganizationCityStateFromTo
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
  • 05/2014 → 01/2018
    Murray And Co Asset Management (Acquired By Mgc)
    Austin, TX
  • 01/2018 → 01/2019
    Austin, TX
  • 04/2020 → 10/2022
    Plano, TX
  • 03/2019 → 05/2019
    Frost Bank
    Austin, TX
  • 03/2019 → 04/2020
    C Hall'S Racket Stringing And Tennis Lessons
    Austin, TX
  • 10/2022 → Present
    Scottsdale, AZ
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; TEXAS; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 3 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
Designations
Other Names
  • Cody Richard Hall
  • Cody Hall

View on SEC IAPD

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