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RIA / WealthAdvisorCertified Financial Planner11 years in industry

STEPHEN PANOS KESHISHIAN

Advisor at CAPTRUST

Costa Mesa, CA | RALEIGH, NC

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Search this name across graphsid dfx:ria:4a896870-6c1d-2c36-9d2e-508be0ffcbd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 22, 2018 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 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: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 14, 2015
First registration: May 22, 2018
Dual registered: no
Other names: STEPHEN KESHISHIAN|STEPHEN PANOS KESHISHIAN|STEPHEN PANOS KESHISHIAN|STEPAN KESHISHIAN
IAPD individual key: 6433788

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
Captrust	Institutional manager	Jul 3, 2026	n/a	yes	RALEIGH, NC\|Costa Mesa, CA	Current employment
TRAJAN WEALTH, L.L.C.	Independent wealth	Aug 6, 2025	Jul 10, 2026	no	SCOTTSDALE, AZ\|Burbank, CA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jun 17, 2022	Jul 2, 2025	no	La Canada, CA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	May 22, 2018	Jun 3, 2022	no	GLENDALE, CA	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
TRAJAN WEALTH, L.L.C.	Captrust	Jul 10, 2026	Jul 3, 2026	-7	Firm change	Other
PARK AVENUE SECURITIES LLC	TRAJAN WEALTH, L.L.C.	Jul 2, 2025	Aug 6, 2025	35	Firm change	Ibd to RIA
EAGLE STRATEGIES LLC	PARK AVENUE SECURITIES LLC	Jun 3, 2022	Jun 17, 2022	14	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Jul 3, 2026 to presentfactForm ADV
→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: previous registration
Aug 6, 2025 to Jul 10, 2026factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jun 17, 2022 to Jul 2, 2025factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
May 22, 2018 to Jun 3, 2022factForm ADV

Dated events

Occurred
Jul 10, 2026
Advisor changed firm
Stephen Panos Keshishian left Trajan Wealth, L.L.C. for Captrust (registered 2026-07-03)
Form ADVobserved 3 days ago
Occurred
Jul 2, 2025
Advisor changed firm
Stephen Panos Keshishian left Park Avenue Securities Llc for Trajan Wealth, L.L.C. (registered 2025-08-06)
Form ADVobserved 3 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Stephen Panos Keshishian left Eagle Strategies Llc for Park Avenue Securities Llc (registered 2022-06-17)
Form ADVobserved 3 days ago