Travis W. Johnson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Travis William Johnson, who also goes by Travis W Johnson, was a registered financial professional .
Travis is a previously registered financial professional and started their career in finance in 2017. Travis had worked at 3 firms and has passed the Series 63 and Series 65 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 2019 - August 29, 2023
TRUCLARITY WEALTH ADVISORS
April 23, 2019 - May 31, 2019
TRUCLARITY WEALTH PARTNERS LLC
December 1, 2017 - July 23, 2018
LAS OLAS CAPITAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRUCLARITY WEALTH ADVISORS
CRD#: 305145 / SEC#: 801-117226
Contact information
Regulatory assets under management
| Total Number of Accounts | 221 |
| AUM (Assets Under Management) | $ 100,511,738 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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