CHARLES TRAVIS READER is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with ILLUMINATE WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ILLUMINATE WEALTH MANAGEMENT LLC | 2025-06-17 | present | Yes |
| DIFFERENT BY DESIGN FINANCIAL PLANNING | 2025-03-12 | 2025-06-03 | — |
| LEADING EDGE FINANCIAL PLANNING LLC | 2024-11-14 | 2024-12-20 | — |
| SOLITUDE FINANCIAL SERVICES, INC. | 2024-02-09 | 2024-05-15 | — |
| DIFFERENT BY DESIGN FINANCIAL PLANNING | 2016-03-08 | 2024-01-31 | — |
| COATS FINANCIAL PLANNING, INC. | 2014-03-24 | 2015-12-08 | — |