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Travis Aaron Skelton

Osaic Wealth, Inc.

Tuscaloosa, AL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-02-09
  • AL RA
    APPROVED
    Since 2024-02-09

Branch Locations

1215 Veterans Memorial Parkway, Tuscaloosa, AL 35404 • 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
Wells Fargo Advisors, Llc. Tuscaloosa AL 09/2014 11/2016
Wells Fargo Bank Na Tuscaloosa AL 07/2013 02/2021
Wells Fargo Clearing Services, Llc Tuscaloosa AL 11/2016 02/2021
Lpl Financial Llc Tuscaloosa AL 02/2021 01/2024
Alabama One Credit Union Tuscaloosa AL 02/2021 Present
Osaic Tuscaloosa AL 02/2024 Present
  • 09/2014 → 11/2016
    Wells Fargo Advisors, Llc.
    Tuscaloosa, AL
  • 07/2013 → 02/2021
    Wells Fargo Bank Na
    Tuscaloosa, AL
  • 11/2016 → 02/2021
    Tuscaloosa, AL
  • 02/2021 → 01/2024
    Tuscaloosa, AL
  • 02/2021 → Present
    Alabama One Credit Union
    Tuscaloosa, AL
  • 02/2024 → Present
    Osaic
    Tuscaloosa, AL
Previous Registrations
Other Businesses

1. ALABAMA ONE WEALTH ADVISORY POSITION: Wealth Advisor NATURE: I am employed by Alabama One Credit Union, but our department is called Alabama One Wealth Advisory and I was told it should be disclosed as such INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/17/2021 ADDRESS: 1215 Veterans Memorial Pkwy, Tuscaloosa AL 35404, United States DESCRIPTION: Normal duties of a financial or wealth advisor 2. 04/19/2023 - Alabama Rural Electric Wealth Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/11/2021 - 200 Hours Per Month/20 Hours During Securities Trading. 3. TRAVIS SKELTON POSITION: Agent NATURE: Simplicity Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/25/2025 ADDRESS: 1215 Veterans Memorial Pkwy, Tuscaloosa AL 35404, United States DESCRIPTION: Simplicity Group is who we use to write and sell fixed annuities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-21
S63 Uniform Securities Agent State Law Examination 2014-12-03
  • S65 Uniform Investment Adviser Law Examination
    2015-12-21
  • S63 Uniform Securities Agent State Law Examination
    2014-12-03

View on SEC IAPD

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