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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-21 |
Branch Locations
2020 Harbison Dr, Vacaville, CA 95687 • United States
1470 Ary Ln, Dixon, CA 95620 • United States
1380 E Covell Blvd, Davis, CA 95616 • United States
1372 East Main Street, Woodland, CA 95776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Vacaville | CA | 12/2021 | Present |
| Travis Credit Union | Vacaville | CA | 02/2014 | Present |
1)05/05/2022 - Travis Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/10/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Travis Wealth Management- Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-12 |
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