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RIA / WealthAdvisor12 years in industry

JUDAH D MARGULIES

Advisor at TRAJAN WEALTH, L.L.C.

Alpharetta, GA | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:98cb1527-e01f-2369-92db-4d28ccc713bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2014 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: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 11, 2014
First registration: Mar 26, 2014
Dual registered: no
IAPD individual key: 5530587

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	Sep 16, 2024	n/a	yes	Alpharetta, GA\|SCOTTSDALE, AZ	Current employment
STRATEGIC BLUEPRINT, LLC	Independent wealth	Jan 22, 2021	Sep 5, 2024	no	Peachtree Corners, GA	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Jan 22, 2021	Sep 5, 2024	no	PEACHTREE CORNERS, GA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 26, 2014	Nov 30, 2020	no	WASHINGTON, DC\|FALLS CHURCH, VA\|FALLS CHURCH, VA\|NEW YORK, NY	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
THE STRATEGIC FINANCIAL ALLIANCE	STRATEGIC BLUEPRINT, LLC	Sep 5, 2024	Jan 22, 2021	-1,322	Firm change after gap	Ibd to RIA
STRATEGIC BLUEPRINT, LLC	TRAJAN WEALTH, L.L.C.	Sep 5, 2024	Sep 16, 2024	11	Firm change	RIA to RIA
EQUITABLE ADVISORS, LLC	THE STRATEGIC FINANCIAL ALLIANCE	Nov 30, 2020	Jan 22, 2021	53	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ TRAJAN WEALTH, L.L.C.Registered adviserregistration: current employment
Sep 16, 2024 to presentfactForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Jan 22, 2021 to Sep 5, 2024factForm ADV
→ STRATEGIC BLUEPRINT, LLCRegistered adviserregistration: previous registration
Jan 22, 2021 to Sep 5, 2024factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 26, 2014 to Nov 30, 2020factForm ADV

Dated events

Occurred
Sep 5, 2024
Advisor changed firm
Judah D Margulies left Strategic Blueprint, Llc for Trajan Wealth, L.L.C. (registered 2024-09-16)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2024
Advisor changed firm
Judah D Margulies left The Strategic Financial Alliance for Strategic Blueprint, Llc (registered 2021-01-22)
Form ADVobserved 4 days ago