DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dominick Lawrence Deangelis

Trajan Wealth, L.L.C.independent RIAScottsdale, AzIA-onlyIAPD 5772355

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dominick Deangelis

At current firm

1 y

since Oct 18, 2024

In the industry

11 y

since Mar 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Trajan Wealth, L.L.C. independent RIA current
since Oct 18, 2024 · Scottsdale, Az
First Advisors National, LLC independent RIA
Mar 22, 2024 to Jun 6, 2024 · Scottsdale, Az
U.S. Bancorp Advisors, LLC BD affiliated
Feb 8, 2023 to Mar 19, 2024 · Tempe, Az
Versant Capital Management, Inc. independent RIA
Sep 22, 2022 to Nov 11, 2022 · Phoenix, Az
U.S. Bancorp Advisors, LLC BD affiliated
Nov 8, 2021 to Sep 1, 2022 · Tempe, Az
Charles Schwab & Co., Inc. national BD
Jan 5, 2021 to Jun 29, 2021 · Phoenix, Az
Learnvest Planning Services, LLC former
Apr 15, 2015 to Jun 7, 2018 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

First Advisors National, LLC to Trajan Wealth, L.L.C.
left Jun 6, 2024, registered Oct 18, 2024 (134 days) · RIA to RIA
U.S. Bancorp Advisors, LLC to First Advisors National, LLC
left Mar 19, 2024, registered Mar 22, 2024 (3 days) · Affiliated broker-dealer or bank to independent RIA
Versant Capital Management, Inc. to U.S. Bancorp Advisors, LLC
left Nov 11, 2022, registered Feb 8, 2023 (89 days) · RIA to affiliated broker-dealer or bank
U.S. Bancorp Advisors, LLC to Versant Capital Management, Inc.
left Sep 1, 2022, registered Sep 22, 2022 (21 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to U.S. Bancorp Advisors, LLC
left Jun 29, 2021, registered Nov 8, 2021 (132 days) · Affiliated broker-dealer or bank to another · moved with a team
Learnvest Planning Services, LLC to Charles Schwab & Co., Inc.
left Jun 7, 2018, registered Jan 5, 2021 (943 days) · Other · moved with a team

Signals

Dominick Lawrence Deangelis left First Advisors National, Llc for Trajan Wealth, L.L.C. (registered 2024-10-18)
Jun 6, 2024 · Advisor changed firm · fact
Dominick Lawrence Deangelis left U.S. Bancorp Advisors, Llc for First Advisors National, Llc (registered 2024-03-22)
Mar 19, 2024 · Advisor changed firm · fact
Dominick Lawrence Deangelis left Versant Capital Management, Inc. for U.S. Bancorp Advisors, Llc (registered 2023-02-08)
Nov 11, 2022 · Advisor changed firm · fact
Dominick Lawrence Deangelis left U.S. Bancorp Advisors, Llc for Versant Capital Management, Inc. (registered 2022-09-22)
Sep 1, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address