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Travis Steven Haukedahl

LPl Financial LLC

Plano, TX

Westlake Village, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-05
ID RA APPROVED 2025-06-05
IL RA APPROVED 2025-06-05
TX RA APPROVED 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05
  • ID RA
    APPROVED
    Since 2025-06-05
  • IL RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

Plano, TX • United States

2555 Townsgate Rd Ste 300, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Santa Monica CA 10/2012 11/2019
Western International Securities, Inc. Pasadena CA 11/2019 06/2025
Lpl Financial Llc Dallas TX 06/2025 Present
Previous Registrations
  • 2019-11-05 → 2025-06-05
    Western International Securities, Inc.
    Westlake Village, CA
    Encino, CA
    Dallas, TX
  • 2012-10-01 → 2019-11-14
    J.P. Morgan Securities Llc
    Santa Monica, CA
    Santa Monica, CA
    Boca Raton, FL
    Porter Ranch, CA
    Boca Raton, FL
    Encino, CA
    Encino, CA
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    Sherman Oaks, CA
    Reseda, CA
    Reseda, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Santa Monica, CA
    Los Angeles, CA
    Santa Monica, CA
  • 2009-03-19 → 2009-05-02
    Wamu Investments, Inc.
    Sherman Oaks, CA
  • 2008-05-21 → 2008-10-24
    Morgan Stanley & Co. Llc
    Brea, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-20
  • S66 Uniform Combined State Law Examination
    2008-05-20

View on SEC IAPD

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