Travis Lee White

Current Employers

Employment History

• 12/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Santa Rosa, CA
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
• 09/2017 → Present
  Kestra Investment Services, Llc
  Petaluma, CA
• 09/2017 → Present
  Kestra Advisory Services, Llc
  Petaluma, CA

Previous Registrations

• 2013-12-09 → 2017-09-13
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
  Petaluma, CA
  Rohnert Park, CA
  Rohnert Park, CA
• 2011-02-07 → 2013-12-10
  Edward Jones
  St Louis, MO
  Petaluma, CA
  Petaluma, CA
  Petaluma, CA
  Healdsburg, CA

Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: investment advisor Start Date: 9/7/2017 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: investment advice Business Name: Oculus Financial Investment Related: Yes Address: 775 Baywood Dr., Ste. 111 Petaluma CA 94954 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 9/7/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: I'm a financial advisor. Business Name: OCULUS INSURANCE SERVICES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 765 Baywood Drive, Suite 336, Petaluma CA 94954 DESCRIPTION: Sales / Agent

Exams

• S66 Uniform Combined State Law Examination
  2011-02-04

Other Names

• Travis White