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Christopher Travis

Commonwealth Financial Network

Cincinnati, OH

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-21
OH RA APPROVED 2023-08-31
  • KY RA
    APPROVED
    Since 2025-11-21
  • OH RA
    APPROVED
    Since 2023-08-31

Branch Locations

8044 Montgomery Road Suite 258, Cincinnati, OH 45236 • 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
OrganizationCityStateFromTo
Hillcrest Financial Group Cincinnati OH 06/2023 06/2025
St James White Oak Cincinnati OH 10/2020 06/2023
Inwood Academy For Leadership New York City NY 10/2016 09/2020
Orchard Group New York City NY 06/2010 09/2016
Commonwealth Financial Network Waltham MA 06/2023 06/2025
Commonwealth Financial Network Waltham MA 06/2025 Present
Hillcrest Financial Group Cincinnati OH 06/2025 Present
  • 06/2023 → 06/2025
    Hillcrest Financial Group
    Cincinnati, OH
  • 10/2020 → 06/2023
    St James White Oak
    Cincinnati, OH
  • 10/2016 → 09/2020
    Inwood Academy For Leadership
    New York City, NY
  • 06/2010 → 09/2016
    Orchard Group
    New York City, NY
  • 06/2023 → 06/2025
    Commonwealth Financial Network
    Waltham, MA
  • 06/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 06/2025 → Present
    Hillcrest Financial Group
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31
Other Names
  • Chris Travis

View on SEC IAPD

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FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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