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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2020-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 04/2010 | Present |
| Travis Credit Union | Vacaville | CA | 04/2010 | Present |
1.04/18/2010 - DBA W/OBA/TRAVIS FINANCIAL SERVICES/PROVIDE SERVICES TO CREDIT UNION MEMBERS. 2. 05/21/2012: / ACT IN A FIDUCIARY CAPACITY / THE MARGARET M. WHITE 2007 REVOCABLE TRUST / SUCCESSOR TRUSTEE ON MY MOTHER'S TRUST ACCOUNT/ VACAVILLE, CA 3)09/10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Travis Wealth Management- Inv. Related- At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
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