DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

TRAVIS JOHN HUDAK

Advisor at PREMIER INVESTMENT MANAGEMENT, LLC

HUMACAO, PR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:067585d9-5434-6ef8-bced-0d94bd19f661

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 16, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PREMIER INVESTMENT MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 20, 1998
First registration: Dec 16, 1999
Dual registered: no
IAPD individual key: 3128251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PREMIER INVESTMENT MANAGEMENT, LLC	State registered	Mar 14, 2022	n/a	yes	HUMACAO, PR	Current employment
LONE PEAK ADVISERS	Independent wealth	Dec 20, 2018	Nov 15, 2021	no	DRAPER, UT	Previous registration
LONE PEAK CAPITAL MANAGEMENT, LLC	State registered	Jan 30, 2017	Mar 23, 2021	no	MIDVALE, UT\|DRAPER, UT	Previous registration
LEGACY PLANNING GROUP	Former SEC adviser	Feb 27, 2008	Dec 19, 2018	no	DRAPER, UT	Previous registration
INVESTMENT MANAGEMENT CORPORATION	n/a	Oct 27, 2003	Dec 10, 2007	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|BOUNTIFUL, UT\|SALT LAKE CITY, UT	Previous registration
EAGLE GATE SECURITIES, INC.	n/a	Aug 20, 2002	Nov 11, 2003	no	SALT LAKE CITY, UT	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 16, 1999	Aug 14, 2002	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LONE PEAK ADVISERS	PREMIER INVESTMENT MANAGEMENT, LLC	Nov 15, 2021	Mar 14, 2022	119	Firm change	RIA to state RIA
LONE PEAK CAPITAL MANAGEMENT, LLC	LONE PEAK ADVISERS	Mar 23, 2021	Dec 20, 2018	-824	Firm change after gap	Other
LEGACY PLANNING GROUP	LONE PEAK CAPITAL MANAGEMENT, LLC	Dec 19, 2018	Jan 30, 2017	-688	Firm change after gap	Other
INVESTMENT MANAGEMENT CORPORATION	LEGACY PLANNING GROUP	Dec 10, 2007	Feb 27, 2008	79	Firm change	Other
EAGLE GATE SECURITIES, INC.	INVESTMENT MANAGEMENT CORPORATION	Nov 11, 2003	Oct 27, 2003	-15	Firm change	Other
UBS FINANCIAL SERVICES INC.	EAGLE GATE SECURITIES, INC.	Aug 14, 2002	Aug 20, 2002	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
284298:296772:UT:2021-03-23	Mar 23, 2021	Dec 20, 2018	DRAPER, UT	Firm change after gap
145130:284298:UT:2018-12-19	Dec 19, 2018	Jan 30, 2017	DRAPER, UT	Firm change after gap

Relationships

Registered with (7)

→ PREMIER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 14, 2022 to presentfactForm ADV
→ LONE PEAK ADVISERSRegistered adviserregistration: previous registration
Dec 20, 2018 to Nov 15, 2021factForm ADV
→ LONE PEAK CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 30, 2017 to Mar 23, 2021factForm ADV
→ LEGACY PLANNING GROUPRegistered adviserregistration: previous registration
Feb 27, 2008 to Dec 19, 2018factForm ADV
→ INVESTMENT MANAGEMENT CORPORATIONRegistered adviserregistration: previous registration
Oct 27, 2003 to Dec 10, 2007factForm ADV
→ EAGLE GATE SECURITIES, INC.Registered adviserregistration: previous registration
Aug 20, 2002 to Nov 11, 2003factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 16, 1999 to Aug 14, 2002factForm ADV

Dated events

No dated event names this entity yet.