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Advisor at TRAJAN WEALTH, L.L.C.
SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRAJAN WEALTH, L.L.C. | Independent wealth | Sep 1, 2026 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 10, 2025 | Sep 1, 2026 | no | Buford, GA|Atlanta, GA|Peachtree Corners, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 15, 2022 | Jul 1, 2025 | no | DACULA, GA|NEW YORK, NY|OAKWOOD, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | TRAJAN WEALTH, L.L.C. | Sep 1, 2026 | Sep 1, 2026 | 0 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MML INVESTORS SERVICES, LLC | Jul 1, 2025 | Jul 10, 2025 | 9 | Firm change | Wirehouse to ibd |