Travis Michael Scott

Current Employers

Employment History

• 10/2015 → 03/2023
  Lehman Financial Resources, Inc.
  Media, PA
• 04/2023 → 03/2024
  Ep Wealth
  Torrence, CA
• 11/2023 → Present
  Scott Financial Resources Llc
  Glenville, PA

Previous Registrations

• 2023-04-21 → 2025-04-22
  Ep Wealth Advisors
  Media, PA
  Torrance, CA
• 2018-07-20 → 2023-05-15
  Lehman Financial Resources
  Media, PA
• 2015-12-02 → 2019-06-27
  Lehman Financial Resources, Inc.
  Media, PA

Other Businesses

Travis Michael Scott prepares tax returns for non-investment advisory clients through Scott Tax Resources LLC. Travis Michael Scott prepares tax returns for clients of SFR at no additional cost. Scott Insurance Resources, LLC; Investment related: Yes; 6217 Blooming Grove Rd. Glenville PA 17329 United States; Scott Insurance Resources, LLC is an insurance agency under common ownership and control with Scott Financial Resources, LLC through Scott Financial Inc., the parent holding company. The company offers Health and Medicare related insurance products. Travis Scott is the owner and control person of Scott Financial Inc. and its affiliated entities; Owner/ Licensed Insurance Agent; Oversight and management of insurance agency operations, insurance planning, client consultations, and sale of insurance products, including Medicare-related insurance products.; Start date: 2025-01-01; Hours per month during trading hours: 10; Hours per month outside trading hours: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-05