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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-02 |
| WI | RA | APPROVED | 2020-12-16 |
Branch Locations
999 Vanderbilt Beach Road Suite 102, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&I Financial Advisors | Appleton | WI | 12/2008 | 11/2019 |
| Bmo Harris Bank Na | Milwaukee | WI | 07/2011 | 11/2019 |
| M&I Insurance Services Inc | Milwaukee | WI | 12/2008 | 11/2019 |
| M&I Trust Company | Milwaukee | WI | 12/2008 | 11/2019 |
| Bmo Harris Financial Advisors, Inc. | Appleton | WI | 08/2012 | 11/2019 |
| Unemployed | Naples | FL | 11/2019 | 11/2020 |
| Moors & Cabot Inc | Naples | FL | 11/2020 | Present |
Travis is volunteering as a board member of University of Minnesota Alumni Association SW Florida Chapter. This organization is located at Oak St. Unit 200 Minneapolis Minnesota 55455 USA. Travis will not be compensated for his services and will dedicate 3 hours per month to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-16 |
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