TRAVIS Jordan PENFIELD is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with 49 WEALTH MANAGEMENT, LLC, ALONGSIDE, LLC, 818 FAMILY OFFICE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| 818 FAMILY OFFICE, LLC | 2025-11-23 | present | Yes |
| ALONGSIDE, LLC | 2025-05-30 | present | Yes |
| 49 WEALTH MANAGEMENT, LLC | 2023-01-04 | present | Yes |
| THRIVENT ADVISOR NETWORK, LLC | 2020-06-30 | 2022-12-31 | — |
| PKS ADVISORY SERVICES, LLC | 2019-11-22 | 2020-07-02 | — |
| EQUITABLE ADVISORS, LLC | 2012-11-16 | 2019-11-15 | — |