# CHARLES TRAVIS READER

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ILLUMINATE WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/306411) | 2025-06-17 | present | Yes |
| [DIFFERENT BY DESIGN FINANCIAL PLANNING](https://search.stillhousedata.com/firm/282810) | 2025-03-12 | 2025-06-03 | — |
| [LEADING EDGE FINANCIAL PLANNING LLC](https://search.stillhousedata.com/firm/277149) | 2024-11-14 | 2024-12-20 | — |
| [SOLITUDE FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/150348) | 2024-02-09 | 2024-05-15 | — |
| [DIFFERENT BY DESIGN FINANCIAL PLANNING](https://search.stillhousedata.com/firm/282810) | 2016-03-08 | 2024-01-31 | — |
| [COATS FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/122135) | 2014-03-24 | 2015-12-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6289943)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6289943.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.