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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-04
NE RA APPROVED 2025-06-26
  • CA RA
    APPROVED
    Since 2026-06-04
  • NE RA
    APPROVED
    Since 2025-06-26

Branch Locations

2 Park Plaza Suite 200, Irvine, CA 92614 • 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
OrganizationCityStateFromTo
Td Ameritrade, Inc. Omaha NE 08/2020 06/2024
Genesis Health Clubs Omaha NE 07/2020 Present
Cutco Olean NY 05/2020 07/2020
St. Louis Black Rep St. Louis MO 08/2019 05/2020
Uni Curry Bowl Lincoln NE 03/2019 08/2019
University Of Nebraska- Lincoln Lincoln NE 08/2018 03/2019
Allied Universal Omaha NE 05/2018 08/2018
Ups Lincoln NE 11/2017 01/2018
Omaha Henry Doorly Zoo Omaha NE 05/2016 08/2018
Pizza Hut Omaha NE 05/2016 09/2017
Charles Schwab & Co., Inc. Irvine CA 12/2022 Present
Schwab Wealth Advisory, Inc. Irvine CA 06/2025 Present
  • 08/2020 → 06/2024
    Td Ameritrade, Inc.
    Omaha, NE
  • 07/2020 → Present
    Genesis Health Clubs
    Omaha, NE
  • 05/2020 → 07/2020
    Cutco
    Olean, NY
  • 08/2019 → 05/2020
    St. Louis Black Rep
    St. Louis, MO
  • 03/2019 → 08/2019
    Uni Curry Bowl
    Lincoln, NE
  • 08/2018 → 03/2019
    University Of Nebraska- Lincoln
    Lincoln, NE
  • 05/2018 → 08/2018
    Allied Universal
    Omaha, NE
  • 11/2017 → 01/2018
    Ups
    Lincoln, NE
  • 05/2016 → 08/2018
    Omaha Henry Doorly Zoo
    Omaha, NE
  • 05/2016 → 09/2017
    Pizza Hut
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Irvine, CA
  • 06/2025 → Present
    Irvine, CA
Other Businesses

1) Demeir Investments LLC | Investment Related:No|30 N Gould St St. R|Sheridan|WY|82801|United States|Real Estate (Non-Agent/Broker)|Owner|8/17/2022|20-40|0|I am the sole managing member of this LLC. This LLC is the holding company of subsidiary LLC's that acquire, market and hold real estate properties. , 2) Demeir Home Solutions LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|9/15/2022|20-40|0|I am the owner of this entity so I manage all aspects of this entity including transactions, bookkeeping and management, 3) DoorDash | Investment Related:No|Restaurant/Food Services|Driver|2/22/2026|Less than 20|0|I work as a carrier who delivers food from a vendor to the end customer. 4) AnyWay Production Company|Investment Related:No|3716 Barham Blvd #B202;Los Angeles;CA;90068;USA|Performing/Fine Arts|Board Member|2026-02-27|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My primary role will be to provide governance and strategic oversight to ensure the organization remains aligned with its mission and artistic vision. This role may also include oversight of the theatre's financial health and long-term sustainability, supporting and evaluating organizational leadership, and ensuring compliance with legal and ethical standards. I will also serve ambassadors for the theatre, promoting its work, supporting fundraising efforts, and strengthening relationships within the community to help sustain and grow the organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-03
S63 Uniform Securities Agent State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2025-05-03
  • S63 Uniform Securities Agent State Law Examination
    2021-01-11
Designations
Other Names
  • Travis Banks
  • Travis Banks
  • Travis Banks

View on SEC IAPD

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