Travis Robert White

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

100 Marina Dr Canal Ponds Pk, Rochester, NY 14626-5104 • United States

2087 East Henrietta Road, Rochester, NY 14623 • United States

5641 Transit Rd, East Amherst, NY 14051 • 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

Organization	City	State	From	To
Five Star Bank	Warsaw	NY	03/2016	02/2018
Lpl Financial Llc	Rochester	NY	03/2016	Present
Tompkins Wealth Advisors	Pittsford	NY	02/2018	11/2022
Tompkins Trust Company	Pittsford	NY	02/2018	11/2022
The Summit Federal	Rochester	NY	11/2022	Present

03/2016 → 02/2018

Five Star Bank

Warsaw, NY
03/2016 → Present

Lpl Financial Llc

Rochester, NY
02/2018 → 11/2022

Tompkins Wealth Advisors

Pittsford, NY
02/2018 → 11/2022

Tompkins Trust Company

Pittsford, NY
11/2022 → Present

The Summit Federal

Rochester, NY

Other Businesses

1. 11/18/2022 - The Summit Retirement and Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 11/01/2022 - 160 Hours Per Month/8 Hours During Securities Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-03-17

S63 Uniform Securities Agent State Law Examination

2015-03-17

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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