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.
Advisor moves
Departures from Trajan Wealth, L.L.C.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stephen Panos Keshishian | Trajan Wealth, L.L.C. independent RIA | Captrust institutional | Other | Jul 10, 2026 | Jul 3, 2026 |
| Jeffrey Michael Mcclure | Trajan Wealth, L.L.C. independent RIA | Proteus, LLC asset manager | Other | Jun 29, 2026 | Jul 16, 2026 |
| Michael Edward Collins | Trajan Wealth, L.L.C. independent RIA | Kwm Partners LLC state registered | RIA to a state-registered adviser | May 1, 2026 | Jul 14, 2026 (74 d) |
| Arrin Michelle Simpson | Trajan Wealth, L.L.C. independent RIA | Mariner Advisor Network BD affiliated | RIA to affiliated broker-dealer or bank | Apr 24, 2026 | Apr 1, 2026 |
| Kerry William Ryan Devaughn | Trajan Wealth, L.L.C. independent RIA | Mdrn Capital independent RIA | RIA to RIA | Apr 21, 2026 | Aug 27, 2026 (128 d) |
| Nathan Niels Faerber | Trajan Wealth, L.L.C. independent RIA | Martinsen Wealth Management independent RIA | RIA to RIA | Apr 8, 2026 | Mar 20, 2026 |
| Brandon Gerfen | Trajan Wealth, L.L.C. independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Nov 13, 2025 | Jan 30, 2026 (78 d) |
| Helen Ruth Alexander | Trajan Wealth, L.L.C. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2025 | Oct 9, 2025 |
| Lee W Northern | Trajan Wealth, L.L.C. independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Oct 28, 2025 | Dec 15, 2025 (48 d) |
| Daniel Joseph Harmeyer | Trajan Wealth, L.L.C. independent RIA | Simplicity Wealth mixed wealth | RIA to RIA | Jun 5, 2025 | Aug 22, 2025 (78 d) |
| Chris Brefeld | Trajan Wealth, L.L.C. independent RIA | Fisher Investments independent RIA | RIA to RIA | Jan 2, 2025 | Apr 17, 2025 (105 d) |
| Ryan Nowotny | Trajan Wealth, L.L.C. independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 2, 2026 (365 d) |
| Jeffrey Wade Gonzales | Trajan Wealth, L.L.C. independent RIA | Kwm Partners LLC state registered | RIA to a state-registered adviser | Jul 23, 2024 | Feb 20, 2025 (212 d) |
| Anthony Jose Calderon | Trajan Wealth, L.L.C. independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 21, 2024 | Jun 28, 2024 |
| Liem Thanh Hoang | Trajan Wealth, L.L.C. independent RIA | Owlfa LLC unclassified | Other | Oct 3, 2023 | Nov 13, 2023 (41 d) |
| Jeffrey Craig Brown | Trajan Wealth, L.L.C. independent RIA | Wealthsource? independent RIA | RIA to RIA | Aug 23, 2023 | Sep 19, 2023 |
| Jeffrey Charles Roberto | Trajan Wealth, L.L.C. independent RIA | Ruggiero Investments independent RIA | RIA to RIA | Feb 8, 2023 | Feb 15, 2023 |
| Nickolas Ryan Minard | Trajan Wealth, L.L.C. independent RIA | Confidence Wealth Management, Inc. independent RIA | RIA to RIA | Jun 8, 2022 | May 31, 2022 |
| Danielle Marie Meister | Trajan Wealth, L.L.C. independent RIA | Madrona Financial & Cpas independent RIA | RIA to RIA | Mar 4, 2022 | May 9, 2022 (66 d) |
| James Stephen Harper | Trajan Wealth, L.L.C. independent RIA | Harper Wealth unclassified | Other | Feb 24, 2021 | Apr 21, 2021 (56 d) |
| Eugene Adam Drossart | Trajan Wealth, L.L.C. independent RIA | Premier Choice Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Feb 9, 2021 | Feb 10, 2021 |
| Joshua Manwaring | Trajan Wealth, L.L.C. independent RIA | Trek Financial independent RIA | RIA to RIA | Jan 21, 2021 | Feb 3, 2021 |
| Kevin M Churchill | Trajan Wealth, L.L.C. independent RIA | Ashton Thomas Private Wealth independent RIA | RIA to RIA | Feb 17, 2020 | Jun 3, 2020 (107 d) |
| Joshua Ryan Cooksey | Trajan Wealth, L.L.C. independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Nov 30, 2018 | Sep 4, 2020 (644 d) |
| Charisse Valerie Mackenzie | Trajan Wealth, L.L.C. other | Regal Investment Advisors LLC other | Other | Mar 9, 2016 | Aug 30, 2016 (174 d) |
| James Nelson Robinson | Trajan Wealth, L.L.C. other | Arq Wealth Advisors, LLC other | Other | Sep 16, 2014 | Oct 20, 2014 (34 d) |
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26 moves match.