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Advisor at TRAJAN WEALTH, L.L.C.
SCOTTSDALE, AZ | Tampa, FL
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 | Dec 3, 2024 | n/a | yes | SCOTTSDALE, AZ|Tampa, FL | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 11, 2022 | Dec 12, 2024 | no | TAMPA, FL|Brooksville, FL | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Oct 6, 2020 | Dec 31, 2021 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | TRAJAN WEALTH, L.L.C. | Dec 12, 2024 | Dec 3, 2024 | -9 | Firm change | Ibd to RIA |