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Travis Michael Whitfill

CRD# 6460416·Registered 2018 - 2023
Previously Registered: Being a previously registered professional could mean that Travis 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.

Professional Summary

Travis Michael Whitfill, who also goes by Travis Whitfill, was a registered financial advisor. Travis was a previously registered financial professional and started their career in finance 2018 - 2023. Travis had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Travis Whitfill

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

BIOS RESEARCH·CRD# 163720
RIA
Dallas, TX
October 22, 2018 - July 9, 2023

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Current Firm

BR
BIOS RESEARCH

BIOS RESEARCH | BIOS RESEARCH, LLC

CRD#: 163720
Colorado
Registered Investment Advisory firm - Colorado (4/7/2017 Approved)
Texas
Registered Investment Advisory firm - Texas (6/14/2012 Approved)

Contact Information

Main Address

1751 River Run Suite 400, Fort Worth, TX 76107

Phone Number

(970) 631-4231

# of Employees

5

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**NAME OF BUSINESS: YALE UNIVERSITY INVESTMENT RELATED? NO ADDRESS OF BUSINESS: 100 YORK ST. SUITE F, NEW HAVEN, CT 06511 NATURE OF BUSINESS: ACADEMIC RESEARCH POSITION/TITLE: ASSOCIATE RESEARCH SCIENTIST START DATE OF RELATIONSHIP: APRIL 2014 NUMBER OF HOURS/MONTH: 20 NUMBER OF HOURS DURING SECURITIES TRADING HOURS/MONTH: 2 DUTIES: ACADEMIC RESEARCH, WRITING MANUSCRIPTS, STATISTICAL ANALYSES, ETC.** **NAME OF BUSINESS: BIOS PARTNERS INVESTMENT RELATED? YES ADDRESS OF BUSINESS: 1401 Foch ST. SUITE 140, FORT WORTH, TX 76107 NATURE OF BUSINESS: VENTURE CAPITAL POSITION/TITLE: PARTNER START DATE OF RELATIONSHIP: OCTOBER 2014 NUMBER OF HOURS/MONTH: 80 NUMBER OF HOURS DURING SECURITIES TRADING HOURS/MONTHS: 60 DUTIES: DUE DILIGENCE, DEAL FLOW, BUSINESS ADVICE, BOARD-RELATED ACTIVITIES, ETC.** **NAME OF BUSINESS: AZITRA INC. INVESTMENT RELATED? NO ADDRESS OF BUSINESS: 400 FARMINGTON AVENUE, FARMINGTON, CT 06032 NATURE OF BUSINESS: BIOTECHNOLOGY POSITION/TITLE: CSO START DATE OF RELATIONSHIP: JANUARY 2014 NUMBER OF HOURS/MONTH: 20 NUMBER OF HOURS DURING SECURITIES TRADING HOURS/MONTH: 25 DUTIES: OVERSEEING R&D** **NAME OF BUSINESS: INSPIRED SPACES LLC INVESTMENT RELATED? NO ADDRESS OF BUSINESS: 3110 THOMAS AVENUE, #541, DALLAS, TX 75204 NATURE OF BUSINESS: HEALTHCARE POSITION/TITLE: PARTNER START DATE OF RELATIONSHIP: NOVEMBER 2017 NUMBER OF HOURS/MONTH: 4 NUMBER OF HOURS DURING SECURITIES TRADING HOURS/MONTH: 0 DUTIES: MANAGEMENT AND SEEKING NEW PARTNERSHIPS IN ASIA**

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2018About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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