Brian Anthony Traverso

Current Employers

Bolt Wealth Management Llc

Clovis, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-06-13

CA RA
APPROVED

Since 2017-06-13

Branch Locations

Clovis, CA • 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

Organization	City	State	From	To
Roush Investments, Llc	Fresno	CA	02/2013	04/2017
Bolt Wealth Management Llc	Clovis	CA	05/2017	Present

02/2013 → 04/2017

Roush Investments, Llc

Fresno, CA
05/2017 → Present

Bolt Wealth Management Llc

Clovis, CA

Previous Registrations

2013-02-25 → 2017-04-11

Roush Investment Group

Fresno, CA
2009-08-13 → 2013-02-25

Lpl Financial Llc

Fresno, CA
2005-10-04 → 2009-04-15

Wells Fargo Investments, Llc

Fresno, CA

Fresno, CA

Fresno, CA

Other Businesses

1. 2013-Present: BT Notary and Tax Service/Not Investment Related/Clovis, CA/Tax preparation, bookkeeping and notary/Owner/Involves one percent time each month, including during traditional business hours.//2. 2009-Present: Independent Insurance agent/Insurance Related/Clovis, CA/Licensed insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 10% time each month, including during traditional business hours.//

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-10-03

S66 Uniform Combined State Law Examination

2005-10-03

Designations

View on SEC IAPD