Travis Griffin

Current Employers

Employment History

• 04/2018 → Present
  Brookstone Capital Management
  Wheaton, IL
• 02/2007 → Present
  Harmony Wealth Group
  Locust, NC

Other Businesses

NC Financial Solutions LLC, It is not investment related. The nature of the business is Retirement income planning and selling Life insurance, Annuities, Medicare Supplement, Health Insurance, Property and Casualty Insurance. I am the Member/Manager of the company and I started the company February 2007. I devote 160 hours per month on average. My duties are to work with people to build a solid income plan and to help them protect their wealth using insurance products. Rental property Owner of Door Step Products, an online retail product sales company that works through Amazon. Non Investment related Online Learning Course about Finance; 340 Lakeview Road, New London, NC 28127; owner; Creating & teaching courses about retirement income planning and other things about finance.; start date 8/29/22; 16-40 hours per month; compensated via course sales Affiliate marketing though Bill Saver; 3245 Latts Rd, Rochester, NY 14612; Referral Partner/Affiliate; Referring people to Bill Saver to see if they can save money on bills; start date 8/29/22; compensated via commission/referral fee Affiliate marketing through ERTC Express, LLC; 99 Wall Street Ste 3620 New York, NY; Referral Partner; Refers business owners to ERTC Express LLC to see if they qualify for the Employee Retention Tax Credit; start date 8/29/22; compensated via commission/referral fee

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-15