Travis Joseph Taff

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2018-07-09

Branch Locations

540 W Madison St, Chicago, IL 60661 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rolling Meadows	IL	04/2018	Present
Sony Dadc	Bolingbrook	IL	02/2017	04/2018
Grunt Style	Carol Stream	IL	09/2015	02/2017

04/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rolling Meadows, IL
02/2017 → 04/2018

Sony Dadc

Bolingbrook, IL
09/2015 → 02/2017

Grunt Style

Carol Stream, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-06