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Travis Matthew James
CRD 4297837
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Benedict Financial Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Benedict Financial Advisors, Inc.
Managing Partner · 50% – 75% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗