Treavor Andrew Dodsworth

Current Employers

Sycomore Financial

Anderson, IN • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-12-19
IN	RA	APPROVED	2017-02-27

TX RA
APPROVED_RES

Since 2025-12-19
IN RA
APPROVED

Since 2017-02-27

Branch Locations

Anderson, IN • 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
Northwest Financial Services, Inc	Indianapolis	IN	07/2014	12/2016
Sycomore Financial Llc	Anderson	IN	01/2017	Present
Premier Accounting Services Llc	Wray	CO	02/2018	04/2018
Uber	Lansing / East Lansing	MI	06/2018	09/2018
Dodsworth Farms	Wray	CO	07/2018	07/2018
N/A	Fishers	IN	04/2018	04/2019
Elpiscial Llc	Anderson	IN	12/2018	12/2022
Uber	Fishers	IN	04/2019	06/2019
Monthly Financial Coaching Llc	Anderson	IN	05/2024	Present

07/2014 → 12/2016

Northwest Financial Services, Inc

Indianapolis, IN
01/2017 → Present

Sycomore Financial Llc

Anderson, IN
02/2018 → 04/2018

Premier Accounting Services Llc

Wray, CO
06/2018 → 09/2018

Uber

Lansing / East Lansing, MI
07/2018 → 07/2018

Dodsworth Farms

Wray, CO
04/2018 → 04/2019

N/A

Fishers, IN
12/2018 → 12/2022

Elpiscial Llc

Anderson, IN
04/2019 → 06/2019

Uber

Fishers, IN
05/2024 → Present

Monthly Financial Coaching Llc

Anderson, IN

Previous Registrations

2015-12-22 → 2016-12-16

Northwest Financial Services Inc

Indianapolis, IN

Other Businesses

Name: Monthy Financial Coaching LLC Investment-related: No Address: 3865 S 380 E Anderson, IN 46017 Position: Owner Start Date: 05/2024 Hours per month: 25 Hours per month during securities trading hours: 20 Duties: Financial coaching

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-22

S65 Uniform Investment Adviser Law Examination

2015-12-22

Designations

View on SEC IAPD