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RIA / WealthAdvisor21 years in industry

TREVOR CHRISTIAN STAUFFER

Advisor at TRAJAN WEALTH, L.L.C.

DRAPER, UT | SCOTTSDALE, AZ | FARMINGTON, UT

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Search this name across graphsid dfx:ria:920d894b-ec1e-af50-432a-adfe061e971c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 18, 2005 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: Aug 17, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 17, 2005
First registration: Aug 18, 2005
Dual registered: no
Other names: TREVOR STAUFFER
IAPD individual key: 4997834

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	Aug 3, 2020	n/a	yes	DRAPER, UT\|SCOTTSDALE, AZ\|FARMINGTON, UT	Current employment
COIGN CAPITAL ADVISORS LLC	Independent wealth	Oct 4, 2019	Apr 7, 2020	no	DRAPER, UT	Previous registration
NAVIGATE PRIVATE WEALTH, LLC	Independent wealth	May 8, 2014	Oct 3, 2019	no	DRAPER, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 23, 2012	May 7, 2014	no	DRAPER, UT\|AMMON, ID	Previous registration
FIRST WESTERN ADVISORS	Former SEC adviser	Jan 23, 2007	Feb 17, 2012	no	HOLLADAY, UT\|HOLLADAY, UT	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 18, 2005	Apr 10, 2006	no	SALT LAKE CITY, UT\|SALT LK CITY, UT	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
COIGN CAPITAL ADVISORS LLC	TRAJAN WEALTH, L.L.C.	Apr 7, 2020	Aug 3, 2020	118	Firm change	RIA to RIA
NAVIGATE PRIVATE WEALTH, LLC	COIGN CAPITAL ADVISORS LLC	Oct 3, 2019	Oct 4, 2019	1	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	NAVIGATE PRIVATE WEALTH, LLC	May 7, 2014	May 8, 2014	1	Firm change	Ibd to new firm
FIRST WESTERN ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 17, 2012	Jan 23, 2012	-25	Firm change	Other
MORGAN STANLEY DW INC.	FIRST WESTERN ADVISORS	Apr 10, 2006	Jan 23, 2007	288	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
170774:171306:UT:2019-10-03	Oct 3, 2019	Oct 4, 2019	DRAPER, UT	Firm change

Relationships

Registered with (6)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
Aug 3, 2020 to presentfactForm ADV
→ COIGN CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Oct 4, 2019 to Apr 7, 2020factForm ADV
→ NAVIGATE PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
May 8, 2014 to Oct 3, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 23, 2012 to May 7, 2014factForm ADV
→ FIRST WESTERN ADVISORSRegistered adviserregistration: previous registration
Jan 23, 2007 to Feb 17, 2012factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 18, 2005 to Apr 10, 2006factForm ADV

Dated events

No dated event names this entity yet.