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, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom 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

S63|S65

First exam

May 21, 2019

First registration

May 10, 2022

Dual registered

no

IAPD individual key

7091376

• Occurred

  Feb 29, 2024
  Advisor changed firm

  Shaun Michael Aguilar left Transamerica Financial Advisors, Llc for Trajan Wealth, L.L.C. (registered 2026-01-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80b0358f-942b-5275-c164-87f049f1e496

First observed

May 10, 2022

Last observed

Sep 15, 2026 6 days 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.