Travis Clark Pasma

Current Employers

Employment History

• 07/2007 → 09/2016
  Sigma Financial Corp
  Ann Arbor, MI
• 07/2007 → 09/2016
  Sigma Planning Corporation
  Ann Arbor, MI
• 09/2016 → 07/2019
  Cuso Financial Service, Lp
  San Diego, CA
• 07/2019 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 07/2019 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Okemos, MI

Previous Registrations

• 2019-07-24 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Okemos, MI
  Waverly, IA
  Okemos, MI
  Lansing, MI
  Mason, MI
  East Lansing, MI
• 2016-09-19 → 2019-07-16
  Cuso Financial Services, L.P.
  Okemos, MI
  San Diego, CA
• 2011-03-24 → 2016-09-15
  Spc
  Ann Arbor, MI
  Williamston, MI

Other Businesses

1) 05/18/2022 - MSUFCU Financial Solutions-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - No Business Name -Not Investment Related - Home Based - Hobby Business - Start Date- 1995 - 5 Hours Per Month/ 0 Hours During Securities Trading 3) 01/22/2024 - TRULYU Wealth Management and Investment Services - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/20/2023 - 160 Hrs/Mo; 8 Hrs During Trading 4) 08/23/2024 - TrulyU - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-23
• S66 Uniform Combined State Law Examination
  2004-02-27