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Advisor at MDRN CAPITAL
ANNAPOLIS, MD | LAND O LAKES, FL
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 |
|---|---|---|---|---|---|---|
| MDRN CAPITAL | Independent wealth | Aug 27, 2026 | n/a | yes | LAND O LAKES, FL|ANNAPOLIS, MD | Current employment |
| TRAJAN WEALTH, L.L.C. | Independent wealth | Dec 2, 2022 | Apr 21, 2026 | no | SCOTTSDALE, AZ|LAND O LAKES, FL | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Sep 17, 2021 | Nov 1, 2022 | no | PLANO, TX|TAMPA, FL | Previous registration |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Apr 18, 2019 | Oct 28, 2019 | no | COLUMBUS, OH | Previous registration |
| NATIONWIDE SECURITIES, LLC | No RAUM reported | Aug 14, 2015 | May 9, 2017 | no | COLUMBUS, OH|COLUMBUS, OH|SACRAMENTO, CA|COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRAJAN WEALTH, L.L.C. | MDRN CAPITAL | Apr 21, 2026 | Aug 27, 2026 | 128 | Firm change | RIA to RIA |
| FISHER INVESTMENTS | TRAJAN WEALTH, L.L.C. | Nov 1, 2022 | Dec 2, 2022 | 31 | Firm change | RIA to RIA |
| NATIONWIDE INVESTMENT ADVISORS, LLC | FISHER INVESTMENTS | Oct 28, 2019 | Sep 17, 2021 | 690 | Firm change after gap | Ibd to RIA |
| NATIONWIDE SECURITIES, LLC | NATIONWIDE INVESTMENT ADVISORS, LLC | May 9, 2017 | Apr 18, 2019 | 709 | Firm change after gap | Other |