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

Gavin Bullock

Trajan Wealth, L.L.C.independent RIAScottsdale, Az IA-onlyIAPD 7255700

Feed of 09/14/2026

Also filed as Gavin Jeffrey Bullock

At current firm

0 y

since Jul 14, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Jul 14, 2026 · Scottsdale , Az
B.O.S.S. Retirement Advisors, LLC independent RIA
Nov 25, 2024 to Jun 1, 2026 · Lehi, Ut
Wealth Enhancement Advisory Services, LLC BD affiliated
Jul 1, 2022 to Jan 31, 2024 · Plymouth, Mn
Edward Jones national BD
Aug 11, 2020 to May 17, 2022 · Everett, Wa

Moves

a registration end followed by a registration begin elsewhere

B.O.S.S. Retirement Advisors, LLC to Trajan Wealth, L.L.C.
left Jun 1, 2026, registered Jul 14, 2026 (43 days) · RIA to RIA
Wealth Enhancement Advisory Services, LLC to B.O.S.S. Retirement Advisors, LLC
left Jan 31, 2024, registered Nov 25, 2024 (299 days) · RIA to RIA
Edward Jones to Wealth Enhancement Advisory Services, LLC
left May 17, 2022, registered Jul 1, 2022 (45 days) · Affiliated broker-dealer or bank to another

Signals

Gavin Bullock left B.O.S.S. Retirement Advisors, Llc for Trajan Wealth, L.L.C. (registered 2026-07-14)
Jun 1, 2026 · Advisor changed firm · fact
Gavin Bullock left Wealth Enhancement Advisory Services, Llc for B.O.S.S. Retirement Advisors, Llc (registered 2024-11-25)
Jan 31, 2024 · Advisor changed firm · fact
Gavin Bullock left Edward Jones for Wealth Enhancement Advisory Services, Llc (registered 2022-07-01)
May 17, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address