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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travis Credit Union | Vacaville | CA | 04/2022 | Present |
| Travis Credit Union | Woodland | CA | 12/2020 | 04/2022 |
| Cellular Sales | Dixon | CA | 07/2020 | 12/2020 |
| Luxottica - Oakley | Santa Clara | CA | 03/2019 | 06/2020 |
| Adidas | Napa | CA | 06/2018 | 03/2019 |
| Adidas | Vacaville | CA | 05/2016 | 05/2018 |
| Lpl Financial Llc | Vacaville | CA | 04/2022 | Present |
1) 10/2024 - Travis Financial Services / DBA for LPL Business (entity for LPL business) - Investment related - 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 | 2026-01-22 |
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