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Advisor at CHAPPELWOOD FINANCIAL SERVICES
EDMOND, OK | SCOTTSDALE, AZ
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 | Aug 31, 2026 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| CHAPPELWOOD FINANCIAL SERVICES | Independent wealth | Jul 20, 2025 | n/a | yes | EDMOND, OK | Current employment |
| MWA FINANCIAL SERVICES, INC. | Bd affiliated wealth | May 29, 2025 | Jul 8, 2025 | no | Edmond, OK|Tulsa, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES, INC. | CHAPPELWOOD FINANCIAL SERVICES | Jul 8, 2025 | Jul 20, 2025 | 12 | Firm change | Ibd to RIA |