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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| CA | RA | APPROVED | 2007-09-21 |
Branch Locations
2020 Harbison Dr, Vacaville, CA 95687 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco Private Ledger) | Vacaville | CA | 09/2007 | Present |
| Travis Credit Union | Vacaville | CA | 09/2007 | Present |
(1) 11/13/2007 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)- TRAVIS FINANCIAL SERVICES - VACAVILLE, CA - Investment Related. (2) 7/1/2021 - No Business Name - Investment Related - 708 Long Bridge St #313 San Francisco, CA 94158 - Real Estate Rental - Start Date: 6/1/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Renting out my San Francisco condominium to an individual tenant. 3) 09/10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Travis Wealth Management- Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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