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.

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

Mar 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom 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

S65

First exam

Oct 18, 2014

First registration

Oct 23, 2014

Dual registered

no

IAPD individual key

5980860

• Occurred

  Mar 13, 2024
  Advisor changed firm

  Terrence Patrick Hawkins left Halo Investment Services, Llc for Trajan Wealth, L.L.C. (registered 2024-06-06)

  Form ADVobserved 4 days ago
• Occurred

  Aug 9, 2023
  Advisor changed firm

  Terrence Patrick Hawkins left Rothschild Wealth Llc for Halo Investment Services, Llc (registered 2023-08-08)

  Form ADVobserved 4 days ago
• Occurred

  Jul 18, 2022
  Advisor changed firm

  Terrence Patrick Hawkins left Morningstar Investment Services Llc for Rothschild Wealth Llc (registered 2022-07-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea020b3b-e540-d38f-7441-d6c10f96f7ac

First observed

Oct 23, 2014

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.