Travis J Mcgann

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Phoenix, AZ
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
• 11/2017 → 05/2019
  Lpl Financial, Llc
  Phoenix, AZ
• 11/2017 → Present
  Independent Financial Partners
  Phoenix, AZ
• 05/2019 → Present
  Ifp Securities, Llc
  Phoenix, AZ

Previous Registrations

• 2011-01-03 → 2017-11-24
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Laveen, AZ
  Scottsdale, AZ
  Glendale, AZ
  Glendale, AZ
  Sun City, AZ
  Scottsdale, AZ
• 2009-12-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Glendale, AZ
  Phoenix, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Phoenix, AZ
• 2008-04-14 → 2009-12-04
  Chase Investment Services Corp.
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
  Phoenix, AZ
  Glendale, AZ

Other Businesses

(1) 3/1/2016 - IRP/ REAL ESTATE RENTAL -Not Investment Related - 32350 N. 133rd Lane, Peoria, AZ 85383 - Residential rental property management 2 hrs/mo, 0 hrs/mo during trading hours. (2) 1/1/2021 - The Pinnacle Group - Investment Related - Life insurance agent - sales and servicing of fixed insurance products - 12724 Gran Bay Parkway, Lakeside 1, Suite 150, Jacksonville, FL 32258 - 5 hrs/mo, 5 hrs/mo during trading hours. (3) One Step Beyond, Inc. - not investment related - 7200 W. Bell Road, Glendale, AZ 85308 - non-profit organization - board member - start date Feb 1, 2022 - 8 hours/month - 2 hours/month during trading - provides board oversight and community representation 3. 11/11/2025- Cogent Wealth Management, LLC DBA IFP Advisors - Investment Related - DBA name - At Reported Business Location(s) - DBA - Start Date Aug 15, 2025 - 40 Hours Per Month/20 Hours During Securities Trading - Oversee operations of wealth management firm. Primary advisor to clients. Financial Planning and investment management are primary activities followed by insurance producer. 4. 7/3/2018 - Ardent Fiduciary LLC - Not Investment Related - 6037 W Willow Ave Glendale, AZ 85304 - Business Entity For Tax/Investment Purposes Only - Start Date:11/04/2017 - 0 Hours Per Month/0 Hours During Trading - Ardent Fiduciary LLC - Business Entity For Tax/Investment Purposes Only. 5. ST Partners LLC - not investment related - 514 Lankford Street Opelika, AL 36804 - Real Estate holding, remodeling, and leasing. - Owner - start date Oct. 1, 2024 - 4 hours/month - Provide oversight and direction jointly with the other member of the LLC, SaJason Finley.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-31
• S63 Uniform Securities Agent State Law Examination
  2006-02-24

Designations