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Current Employers
The Retirement Solution Llc

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-11-19
  • WA RA
    APPROVED
    Since 2019-11-19

Branch Locations

1600 Bothell Everett Highway Suite 111, Mill Creek, WA 98012 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporate Bellevue WA 10/2018 11/2019
The Retirement Solution Inc. Redmond WA 11/2019 06/2022
The Retirement Solution Redmond WA 06/2022 Present
Bank Of America Sammamish WA 10/2015 10/2018
  • 10/2018 → 11/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporate
    Bellevue, WA
  • 11/2019 → 06/2022
    The Retirement Solution Inc.
    Redmond, WA
  • 06/2022 → Present
    The Retirement Solution
    Redmond, WA
  • 10/2015 → 10/2018
    Bank Of America
    Sammamish, WA
Previous Registrations
Other Businesses

Travis Johnson is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and can be a conflict of interest, as commissionable products can be a conflict with the fiduciary duties of a registered investment adviser. TRS always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any TRS representative in such individuals outside capacities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-01

View on SEC IAPD

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