Travis Clemente Rich

Current Employers

Employment History

• 08/2010 → 12/2016
  Galaxy Sports Advisors/ Lawlor Zigler Llc
  Boca Raton, FL
• 12/2016 → 09/2018
  Morgan Stanley
  Plantation, FL
• 04/2017 → 09/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2018 → 11/2024
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 12/2022 → Present
  Agia
  Houston, TX
• 11/2024 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2018-11-01 → 2024-11-25
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 2017-04-26 → 2018-10-02
  Morgan Stanley
  Plantation, FL

Other Businesses

1. BNI PREMIER POSITION: Educational Networker / Member NATURE: BNI Premier is a referral-based network group that I meet with once a week. Meetings are every Thursday morning from 7:00-8:30 a.m., which is 1 and 1/2 hours a week devoted to this activity, with none during securities trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2017 ADDRESS: 1725 SE 12th St Ft Lauderdale FL 33316 DESCRIPTION: Each week, I give an educational moment for 3 minutes in which I explain to the group and visitors how BNI works, as well as go over the rules of BNI each week. Secretary Treasurer duties include helping collect membership dues each month, maintaining and balancing the budget with monthly/yearly dues. 2. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/17/2022 ADDRESS: 2929 Allen Pkwy Houston TX 77019 DESCRIPTION: Insurance agent selling non-securities insurance products 3. TRAVIS RICH POSITION: Notary NATURE: I am a notary public, and I do not charge to notarize paperwork or documents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2018 ADDRESS: 14372 NW 14th Ct Pembroke Pines FL 33028 DESCRIPTION: Notary. Do not charge. 4. CREATIVE FINANCIAL NETWORK (CFN) POSITION: Insurance Sales Rep NATURE: Fixed Insurance Products Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 08/21/2025 ADDRESS: 5310 NW 33rd Ave Ste 206 Ft Lauderdale FL 33309 DESCRIPTION: Selling fixed insurance products. 5. PATH FP, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/21/2025 ADDRESS: 14372 NW 14th Ct Pembroke Pines FL 33028 DESCRIPTION: Manage the books. This LLC is only for tax purposes. 6. BNI PREMIER POSITION: Educational Networker / Member NATURE: BNI Premier is a referral based network group that I meet with once a week. Meetings are every Thursday morning from 7:00-8:30 a.m. which is 1 and 1/2 hours a week devoted to this activity with none during securities trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2017 ADDRESS: 1725 SE 12th Street, Ft. Lauderdale FL 33316, United States DESCRIPTION: Each week I give an educational moment for 3 minutes in which I explain to the group and visitors how BNI works as well as I go over the rules of BNI each week.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-25

Other Names

• Travis Clemente Rich
• Travis Rich