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Madison, MS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-09-12 |
| MS | RA | APPROVED | 2023-09-12 |
| TX | RA | APPROVED_RES | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2013 | 11/2016 |
| Efp Advisors Inc D/B/A Collaborative Advice | Jackson | MS | 01/2014 | 01/2023 |
| Maybe Finance, Inc. | Birmingham | AL | 09/2021 | Present |
| Tbw Enterprises | Madison | MS | 01/2023 | Present |
| Willowcrest Llc | Madison | MS | 08/2020 | 12/2023 |
| Collaborative Advice Llc | Madison | MS | 07/2017 | Present |
Travis Woods is the Chief Financial Officer Maybe Finance, Inc. This activity accounts for up to 10% of his time during trading hours. Travis Woods is a Business Consultant at TBW Enterprises. This activity accounts for approximately 10% of his time during trading hours. Travis Woods is a partner of LN Advisory Group LLC. LN Advisory Group LLC provides business consulting. This takes up approximately 10% of his time during trading hours. Travis Woods is a partner of BW2 Capital LLC. BW2 Capital owns the stock of a fire alarm and security business. This does not account for any of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
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