This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRAJAN WEALTH, L.L.C.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 2, 2019

First registration

Nov 7, 2019

Dual registered

no

Other names

Michael Anthony Marinelli|Michael Marinelli

IAPD individual key

6946475

• Occurred

  Dec 17, 2024
  Advisor changed firm

  Michael Anthony Marinelli left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Trajan Wealth, L.L.C. (registered 2024-12-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:023f10d2-79d5-6205-b4fb-0ecdbdd2cc16

First observed

Nov 7, 2019

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.