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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-26 |
Branch Locations
2600 Estates Dr, Fairfield, CA 94533 • United States
131 Sunset Ave, Ste A1, Suisun, CA 94585 • United States
659 Skymaster Drive, Travis Afb, CA 94535 • United States
2570 N Texas St, Fairfield, CA 94533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 03/2020 | 03/2024 |
| Bank Of America | El Cerrito | CA | 03/2018 | 03/2020 |
| Safeamerica Credit Union | Pleasanton | CA | 03/2015 | 12/2017 |
| Unemployed | Richmond | CA | 12/2017 | 03/2018 |
| Bank Of America, N.A. | Oakland | CA | 06/2020 | 03/2024 |
| Lpl Financial | Fairfield | CA | 03/2024 | Present |
| Travis Credit Union | Fairfield | CA | 03/2024 | Present |
1) 03/25/2024 - Travis Financial Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 09/10/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Travis Welath Management - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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