Travis Sullivan

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 12/2019
  Rbc Capital Markets, Llc
  Dallas, TX
• 12/2017 → 08/2018
  Unemployed
  Dallas, TX
• 08/2012 → 12/2017
  Full Time Education
  Fort Worth, TX
• 08/2016 → 12/2016
  Dallas Stars Ice Hockey Club
  Frisco, TX
• 12/2019 → 01/2021
  Unemployed
  Dallas, TX
• 01/2021 → 06/2021
  Equitable Advisors, Llc
  Fort Worth, TX
• 06/2021 → 11/2024
  Rbc Capital Markets, Llc
  Dallas, TX
• 12/2021 → 10/2024
  Southern Glazer's Wine And Spirits
  Farmers Branch, TX
• 10/2024 → 03/2025
  Unemployed
  Dallas, TX
• 03/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06

Other Names

• Travis Daniel Sullivan
• Travis Sullivan
• Travis Sullivan