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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-09 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 11/2021 | 05/2024 |
| Jpmorgan Securities Llc | Houston | TX | 02/2023 | 05/2024 |
| Daniels Health | Houston | TX | 01/2021 | 10/2021 |
| Omnicare | Houston | TX | 03/2018 | 10/2020 |
| Insight Global | Cincinnati | OH | 03/2016 | 09/2017 |
| Unemployed | Cincinnati | OH | 10/2017 | 02/2018 |
| Unemployed | Houston | TX | 11/2020 | 12/2020 |
| Trajan Wealth Llc | Scottsdale | AZ | 07/2024 | Present |
INSURANCE SALES; INVESTMENT-RELATED; INSURANCE AGENT; APPROXIMATELY 40 hrs. per/month HRS/DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
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