Travis Daniel Curd

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2022
  Edward Jones
  St Louis, MO
• 03/2022 → Present
  Raymond James Financial Services, Inc
  Cincinnati, OH
• 03/2022 → Present
  Raymond James Financial Services Advisor, Inc
  Cincinnati, OH
• 03/2022 → 03/2023
  Next Retirement Solutions
  Cincinnati, OH
• 03/2022 → 03/2023
  Concurrent Advisors
  Cincinnati, OH

Previous Registrations

• 2015-01-05 → 2022-03-25
  Edward Jones
  Florence, KY
  Cincinnati, OH
  St Louis, MO
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

(1)Name of Business: CurdCo Wealth Management Address: 5659 Rapid Run Rd Unit 3, Cincinnati, OH, 45238-4124, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company DBA for practice (2)Name of Business: Kids & Community Food Collaborative Address: 5659 Rapid Run Rd Unit 3 , Cincinnati, OH, 45238, United States Activity Type: Non profit Position/Title: Board Member, Founder, Officer - President Investment Related: Yes Start Date: 06/21/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain non profit account held at North Side Bank & Trust, pay Freestore Foodbank monthly invoices. Develop community partnerships and raise funds for the purchase of food packs for students within the Oak Hills Local School District.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-02