Travis Wynn

Charles Schwab & Co., Inc.

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-10-22

MD RA
APPROVED

Since 2025-10-22

Branch Locations

2 East Joppa Road Suite 110, Towson, MD 21286 • 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

Organization	City	State	From	To
Fidelity Investments	Bethesda	MD	10/2022	09/2025
Citi	Laurel	MD	11/2021	10/2022
Merrill Lynch	Glen Burnie	MD	04/2018	11/2021
Td Bank	Philadelphia	PA	01/2016	04/2018
Charles Schwab & Co., Inc.	Towson	MD	10/2025	Present
Charles Schwab Bank, Ssb	Towson	MD	10/2025	Present

10/2022 → 09/2025

Fidelity Investments

Bethesda, MD
11/2021 → 10/2022

Citi

Laurel, MD
04/2018 → 11/2021

Merrill Lynch

Glen Burnie, MD
01/2016 → 04/2018

Td Bank

Philadelphia, PA
10/2025 → Present

Charles Schwab & Co., Inc.

Towson, MD
10/2025 → Present

Charles Schwab Bank, Ssb

Towson, MD

Previous Registrations

2025-03-31 → 2025-09-16

Strategic Advisers Llc

Baltimore, MD

Bethesda, MD

Boston, MA
2022-11-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bethesda, MD
2022-06-10 → 2022-09-26

Citigroup Global Markets Inc.

Washington, DC

San Antonio, TX

Chicago, IL

Laurel, MD

Fort Mill, SC

Washington, DC

Washington, DC
2018-08-07 → 2021-11-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

Columbia, MD

Glen Burnie, MD

Hunt Valley, MD

Glen Burnie, MD

Glen Burnie, MD

Glen Burnie, MD

Hanover, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-06

S66 Uniform Combined State Law Examination

2018-08-06

Other Names

Travis Wynn
Travis Haldane Wynn

View on SEC IAPD

Other Firms

SFG WEALTH MANAGEMENT

LPL FINANCIAL LLC

BASE MANAGEMENT CO

CAPITAL ADVISOR MANAGEMENT

FINANCIAL COUNCIL, LLC

SCHIFF WEALTH ADVISORS, LLC

DYER FINANCIAL ADVISORY

LEGACY FINANCIAL ADVISORS

Other Investors

TIMOTHY WILLIAM CARNE

WILLIAM JUDSON SOKOL

MICHAEL LOYD CRABB

WILLIAM ROBERT SWARTZ

ERIC WILLIAM HART

GEORGE RAY VAN DYKE

GREGORY CHARLES VERMEULEN

LAWRENCE NELSON LEITCH

Other Offices

SFG WEALTH MANAGEMENT · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

SFG WEALTH MANAGEMENT · Towson, MD

LPL FINANCIAL LLC · TOWSON, MD

BASE MANAGEMENT CO · TOWSON, MD

LPL FINANCIAL LLC · TOWSON, MD

CAPITAL ADVISOR MANAGEMENT · TOWSON, MD

FINANCIAL COUNCIL, LLC · TOWSON, MD

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor