Steven H. Trujillo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven H Trujillo was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 2023. Steven had worked at 1 firm and has passed the Series 65 exam.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 25, 2023 - December 31, 2024
IFB WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
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Current Firm
IFB WEALTH MANAGEMENT LLC
CRD#: 299318 / SEC#: 801-117624
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 108,904,856 |
Red Flags
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