Conrad D Travassos

Current Employers

Employment History

• 06/2015 → 06/2017
  Saint John The Evangelist
  Encinitas, CA
• 07/2017 → 06/2021
  San Dieguito Academy High School
  Encinitas, CA
• 09/2021 → 05/2025
  University Of San Diego
  San Diego, CA
• 10/2024 → Present
  Peek Wealth
  Carlsbad, CA
• 06/2021 → 08/2023
  East Coast Pizza Cardiff
  Cardiff By The Sea, CA
• 07/2025 → Present
  Lpl Financial, Llc
  Carlsbad, CA
• 10/2025 → Present
  Golden State Wealth Management, Llc
  Carlsbad, CA

Other Businesses

1. 07/02/2025 - Peek Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 10/01/2024 - 160 hrs/Mnth 8 Hrs during Trading. 2. 07/08/2025 - Golden State Wealth Management, LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 10/01/2024 - 160 hrs/Mnth 8 Hrs during Trading. I provide administrative support to Golden State Wealth Management LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 07/02/2025 - Peek Wealth - RIA DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 10/01/2024 - 160 hrs/Mnth 8 Hrs during Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-30

Other Names

• Conrad Travassos