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Reading the graph
Advisor at TRAJAN WEALTH, L.L.C.
SCOTTSDALE, AZ | Carlsbad, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRAJAN WEALTH, L.L.C. | Independent wealth | Jul 2, 2025 | n/a | yes | SCOTTSDALE, AZ|Carlsbad, CA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 9, 2014 | Apr 5, 2025 | no | Phoenix, AZ|Phoenix, AZ|Lone Tree, CO|Lone Tree, CO|ENGLEWOOD, CO|San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | TRAJAN WEALTH, L.L.C. | Apr 5, 2025 | Jul 2, 2025 | 88 | Firm change | Ibd to RIA |