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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

CODY RICHARD HALL

Advisor at TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ | AUSTIN, TX

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Search this name across graphsid dfx:ria:2dc6604b-0b50-4fe9-66cd-c62f7b14f126

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Sep 26, 2016
First registration: Oct 6, 2016
Dual registered: no
Other names: Cody Richard Hall|CODY HALL
IAPD individual key: 6713179

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRAJAN WEALTH, L.L.C.	Independent wealth	Nov 1, 2022	n/a	yes	SCOTTSDALE, AZ\|AUSTIN, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Apr 23, 2020	Oct 7, 2022	no	PLANO, TX\|PLANO, TX	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jan 29, 2018	Jan 22, 2019	no	AUSTIN, TX	Previous registration
MURRAY & CO. ASSET MANAGEMENT,LTD.	n/a	Oct 6, 2016	Mar 22, 2018	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	TRAJAN WEALTH, L.L.C.	Oct 7, 2022	Nov 1, 2022	25	Firm change	RIA to RIA
MERCER GLOBAL ADVISORS INC.	FISHER INVESTMENTS	Jan 22, 2019	Apr 23, 2020	457	Firm change after gap	RIA to RIA
MURRAY & CO. ASSET MANAGEMENT,LTD.	MERCER GLOBAL ADVISORS INC.	Mar 22, 2018	Jan 29, 2018	-52	Firm change after gap	Other

Relationships

Registered with (4)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
Nov 1, 2022 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Apr 23, 2020 to Oct 7, 2022factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jan 29, 2018 to Jan 22, 2019factForm ADV
→ MURRAY & CO. ASSET MANAGEMENT,LTD.Registered adviserregistration: previous registration
Oct 6, 2016 to Mar 22, 2018factForm ADV

Dated events

Occurred
Oct 7, 2022
Advisor changed firm
Cody Richard Hall left Fisher Investments for Trajan Wealth, L.L.C. (registered 2022-11-01)
Form ADVobserved 5 days ago