Best Investors Account Sign in
Inactive

Donald James Travo

Destination Wealth Management

Walnut Creek, CA

Claim This Profile
Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-11
  • CA RA
    APPROVED
    Since 2023-01-11

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • 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
Capital Wealth Strategies Llc Tuscaloosa AL 07/2019 02/2020
University Of Alabama Tuscaloosa AL 03/2017 06/2019
Us Air Force Travis Afb CA 08/2014 03/2017
Sa Stone Investment Advisors, Inc. Tuscaloosa AL 02/2020 07/2020
Bcr Wealth Strategies Vestavia AL 08/2020 11/2020
Destination Wealth Management Walnut Creek CA 08/2021 01/2023
Pearce, Bevill, Leasburg, Moore Birmingham AL 01/2021 03/2021
Unemployed Tuscaloosa AL 03/2021 08/2021
Destination Wealth Management Walnut Creek CA 02/2023 Present
  • 07/2019 → 02/2020
    Capital Wealth Strategies Llc
    Tuscaloosa, AL
  • 03/2017 → 06/2019
    University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 03/2017
    Us Air Force
    Travis Afb, CA
  • 02/2020 → 07/2020
    Sa Stone Investment Advisors, Inc.
    Tuscaloosa, AL
  • 08/2020 → 11/2020
    Bcr Wealth Strategies
    Vestavia, AL
  • 08/2021 → 01/2023
    Destination Wealth Management
    Walnut Creek, CA
  • 01/2021 → 03/2021
    Pearce, Bevill, Leasburg, Moore
    Birmingham, AL
  • 03/2021 → 08/2021
    Unemployed
    Tuscaloosa, AL
  • 02/2023 → Present
    Destination Wealth Management
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-04
S66 Uniform Combined State Law Examination 2018-05-17
  • S65 Uniform Investment Adviser Law Examination
    2019-10-04
  • S66 Uniform Combined State Law Examination
    2018-05-17
Designations
Other Names
  • Don Travo
  • Donald James Trave

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor