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Inactive

Bret Eugene Travis

Melia Wealth LLC

Tulsa, OK

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Current Employers
Melia Wealth Llc

5424 S. Memorial Drive Building E, Tulsa, OK 74145 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

5424 S. Memorial Drive Building E, Tulsa, OK 74145 • 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
OrganizationCityStateFromTo
Melia Wealth Llc Tulsa OK 03/2016 Present
Mag Tax Tulsa OK 01/2015 12/2022
Atfs Llc Tulsa OK 01/2023 08/2023
Melia Wealth Llc Tulsa OK 03/2023 03/2025
Twice The Returns, Llc Tulsa OK 08/2023 Present
  • 03/2016 → Present
    Melia Wealth Llc
    Tulsa, OK
  • 01/2015 → 12/2022
    Mag Tax
    Tulsa, OK
  • 01/2023 → 08/2023
    Atfs Llc
    Tulsa, OK
  • 03/2023 → 03/2025
    Melia Wealth Llc
    Tulsa, OK
  • 08/2023 → Present
    Twice The Returns, Llc
    Tulsa, OK
Previous Registrations
  • 2011-01-28 → 2015-07-27
    Avantax Advisory Services
    Tulsa, OK
Other Businesses

1) BANHR LLC-accounting manager since 08/2014-residential rental business-not investment related-5 hrs/mo. 2) Twice the Returns, LLC - Tax Preparer since November 2023, Tulsa, OK, not investment related, 5 hrs/mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-25
  • S66 Uniform Combined State Law Examination
    2010-10-25

View on SEC IAPD

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NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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