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RIA / WealthAdvisorChartered Financial Consultant20 years in industry

BRIAN ANTHONY TRAVERSO

Advisor at BOLT WEALTH MANAGEMENT LLC

CLOVIS, CA

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Search this name across graphsid dfx:ria:2858243c-4378-4f7a-1149-32e000deabdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2005 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: BOLT WEALTH 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 3, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66
First exam: Oct 3, 2005
First registration: Oct 4, 2005
Dual registered: no
IAPD individual key: 4997420

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
BOLT WEALTH MANAGEMENT LLC	State registered	Jun 13, 2017	n/a	yes	CLOVIS, CA	Current employment
ROUSH INVESTMENTS, LLC	Former SEC adviser	Feb 25, 2013	Apr 11, 2017	no	FRESNO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 13, 2009	Feb 25, 2013	no	FRESNO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Oct 4, 2005	Apr 15, 2009	no	FRESNO, CA\|FRESNO, CA\|FRESNO, CA	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
ROUSH INVESTMENTS, LLC	BOLT WEALTH MANAGEMENT LLC	Apr 11, 2017	Jun 13, 2017	63	Firm change	Other
LPL FINANCIAL LLC	ROUSH INVESTMENTS, LLC	Feb 25, 2013	Feb 25, 2013	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	LPL FINANCIAL LLC	Apr 15, 2009	Aug 13, 2009	120	Firm change	Other

Relationships

Registered with (4)

→ BOLT WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 13, 2017 to presentfactForm ADV
→ ROUSH INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 25, 2013 to Apr 11, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 13, 2009 to Feb 25, 2013factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Oct 4, 2005 to Apr 15, 2009factForm ADV

Dated events

No dated event names this entity yet.