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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-21 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
1750 N Washington St Ste 112A, Naperville, IL 60563 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1750 N Washington St Ste 112A, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Chicago | IL | 07/2009 | 01/2017 |
| Equity Services, Inc. | Chicago | IL | 11/2009 | 01/2017 |
| Raymond James Financial Services, Inc. | Oakbrrok | IL | 01/2017 | 02/2019 |
| Raymond James Financial Services Advisors Inc. | Oakbrook | IL | 02/2017 | 02/2019 |
| Sage Private Wealth Group | Oakbrook Terrace | IL | 01/2017 | 02/2019 |
| Cetera Advisor Networks | El Segundo | CA | 02/2019 | 04/2022 |
| Lpl Financial, Llc | Naperville | IL | 04/2022 | Present |
1) 2026-05-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Travis Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-12-18 - 4hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-30 |
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