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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

Travis Dragan

Advisor at MISSION WEALTH MANAGEMENT, LP

Cannon, OH

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Search this name across graphsid dfx:ria:2fcb0b5c-d938-080b-8ca3-86fb4f096592

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2011 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: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Oct 9, 2011
First registration: Oct 11, 2011
Dual registered: no
Other names: TRAVIS EUGENE DRAGAN
IAPD individual key: 5984693

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
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Mar 9, 2026	n/a	yes	Cannon, OH	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jun 28, 2023	Mar 23, 2026	no	AKRON, OH	Previous registration
LINEWEAVER WEALTH ADVISORS	Independent wealth	Jun 15, 2022	Jul 13, 2023	no	VALLEY VIEW, OH	Previous registration
BOYD WATTERSON ASSET MANAGEMENT, LLC	Other adviser	Oct 11, 2011	Dec 5, 2016	no	CLEVELAND, OH	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
SEQUOIA FINANCIAL GROUP, L.L.C.	MISSION WEALTH MANAGEMENT, LP	Mar 23, 2026	Mar 9, 2026	-14	Firm change	RIA to RIA
LINEWEAVER WEALTH ADVISORS	SEQUOIA FINANCIAL GROUP, L.L.C.	Jul 13, 2023	Jun 28, 2023	-15	Firm change	RIA to RIA
BOYD WATTERSON ASSET MANAGEMENT, LLC	LINEWEAVER WEALTH ADVISORS	Dec 5, 2016	Jun 15, 2022	2,018	Firm change after gap	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Mar 9, 2026 to presentfactForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Jun 28, 2023 to Mar 23, 2026factForm ADV
→ LINEWEAVER WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2022 to Jul 13, 2023factForm ADV
→ BOYD WATTERSON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 11, 2011 to Dec 5, 2016factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Travis Dragan left Sequoia Financial Group, L.L.C. for Mission Wealth Management, Lp (registered 2026-03-09)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2023
Advisor changed firm
Travis Dragan left Lineweaver Wealth Advisors for Sequoia Financial Group, L.L.C. (registered 2023-06-28)
Form ADVobserved 5 days ago