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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-22 |
| CA | RA | APPROVED | 2014-10-20 |
Branch Locations
5441 Clayton Rd, Clayton, CA 94517 • United States
2059 Diamond Blvd. #115, Concord, CA 94520 • United States
5819 Lone Tree Way Ste A., Antioch, CA 94533 • United States
1470 Ary Lane, Dixon, CA 95620 • United States
981 Bellevue Rd., Atwater, CA 95301 • United States
5819 Lone Tree Way Ste A., Antioch, CA 94533 • United States
1194 West Olive Ave, Merced, CA 95348 • United States
836- C Southhampton Rd., Benicia, CA 94510 • United States
3300-A Kose Way, Richmond, CA 94806 • United States
3500 Hillcrest Ave, Antioch, CA 94531 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Walnut Creek | CA | 10/2014 | Present |
| Travis Credit Union | Concord | CA | 10/2014 | 06/2017 |
1. 10/29/2019 - Travis Financial Services - Investment related - At reported business - DBA for LPL Business (entity for LPL business) - start date:05/29/2018 - 160 hrs/mo - 160 hrs during trading. 2) 09/10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Travis Welath Management - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
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