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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| CA | RA | APPROVED | 2015-03-10 |
Branch Locations
1796 Tuolumne St, Vallejo, CA 94589 • United States
1340 Gateway Blvd, Fairfield, CA 94533 • United States
2570 N Texas St, Fairfield, CA 94533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Vacaville | CA | 03/2015 | Present |
1. 04/15/2017 - Travis Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - LPL securities business - Started 04/07/2017 - 160 Hours Per Month/7 Hours During Securities 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 | 2004-03-25 |
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