Travis Wells Buck

Current Employers

Lifeworks Advisors, Llc

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2024-05-13

MT RA
APPROVED

Since 2024-05-13

Branch Locations

Bozeman, MT • United States

4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Santa Rosa	CA	09/2014	02/2021
Charles Schwab & Co., Inc.	Santa Rosa	CA	10/2014	02/2021
Vincere Wealth Management, Llc	Indianapolis	IN	02/2021	10/2024
Lifeworks Advisors, Llc	Bozeman	MT	05/2024	Present

09/2014 → 02/2021

Charles Schwab & Co., Inc.

Santa Rosa, CA
10/2014 → 02/2021

Charles Schwab & Co., Inc.

Santa Rosa, CA
02/2021 → 10/2024

Vincere Wealth Management, Llc

Indianapolis, IN
05/2024 → Present

Lifeworks Advisors, Llc

Bozeman, MT

Previous Registrations

2021-03-25 → 2024-12-31

Vincere Wealth Management, Llc

Bozeman, MT

Indianapolis, IN
2014-10-14 → 2021-02-05

Charles Schwab & Co., Inc.

Santa Rosa, CA

Other Businesses

1) VINCERE TAX, LLC; NOT INVESTMENT RELATED; 550 CONGRESSIONAL BLVD, SUITE 115 PMB 1063 CARMEL, IN 46032; TAX SERVICES; PARTNER; 1/1/2023; 10-20 HOURS PER WEEK DURING TAX SEASON; 1-2 HOURS PER WEEK DURING OFF SEASON; NONE DURING TRADING HOURS; PREPARE TAX RETURNS FOR CLIENTS, TRAIN EMPLOYEES ON COMPLEX TAX STRUCTURES, GIVE ONGOING TAX ADVICE TO CLIENTS AND BUSINESSES

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-14

S66 Uniform Combined State Law Examination

2014-10-14

View on SEC IAPD