TRAVIS LLOYD is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-01-29 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-01-21 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-01 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-09-07 | 2023-04-10 | — |