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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 5, 2024

First registration

Apr 16, 2025

Dual registered

no

IAPD individual key

7730166

• Occurred

  Sep 11, 2026
  Advisor changed firm

  William Douglas Gerlach left Foundations Investment Advisors LLC for Trajan Wealth, L.L.C. (registered 2026-09-18)

  Form ADVobserved today

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4019306b-b577-22e8-67ea-998906391c55

First observed

Apr 16, 2025

Last observed

Sep 19, 2026 35 h 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.