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RIA / WealthAdvisorCertified Financial Planner20 years in industry

TRAVIS RYAN GLEASON

Advisor at CAPTRUST

ST. PAUL, MN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2008 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 6, 2006
First registration: Feb 19, 2008
Dual registered: no
IAPD individual key: 5107631

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
Captrust	Institutional manager	Dec 20, 2024	n/a	yes	ST. PAUL, MN	Current employment
GRANDVIEW DELIGHT, LLC	Former SEC adviser	Oct 3, 2016	Mar 28, 2025	no	ST. PAUL, MN	Previous registration
BGM WEALTH MANAGEMENT	Independent wealth	Dec 2, 2013	Oct 3, 2016	no	BLOOMINGTON, MN	Previous registration
Trunorth	Former SEC adviser	Dec 20, 2012	Dec 2, 2013	no	BLOOMINGTON, MN	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 19, 2008	Nov 7, 2011	no	BELLEVUE, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 19, 2008	Nov 7, 2011	no	OMAHA, NE\|OMAHA, NE	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
GRANDVIEW DELIGHT, LLC	Captrust	Mar 28, 2025	Dec 20, 2024	-98	Firm change after gap	Other
BGM WEALTH MANAGEMENT	GRANDVIEW DELIGHT, LLC	Oct 3, 2016	Oct 3, 2016	0	Firm change	Other
Trunorth	BGM WEALTH MANAGEMENT	Dec 2, 2013	Dec 2, 2013	0	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Trunorth	Nov 7, 2011	Dec 20, 2012	409	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 7, 2011	Feb 19, 2008	-1,357	Channel change	Other

Team moves

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

Team	Left	Joined	From	Kind
284807:175112:MN:2025-03-28	Mar 28, 2025	Dec 20, 2024	ST PAUL, MN	Firm change after gap
110483:284807:MN:2016-10-03	Oct 3, 2016	Oct 3, 2016	BLOOMINGTON, MN	Firm change

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ GRANDVIEW DELIGHT, LLCRegistered adviserregistration: previous registration
Oct 3, 2016 to Mar 28, 2025factForm ADV
→ BGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 2, 2013 to Oct 3, 2016factForm ADV
→ TRUNORTHRegistered adviserregistration: previous registration
Dec 20, 2012 to Dec 2, 2013factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 19, 2008 to Nov 7, 2011factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 19, 2008 to Nov 7, 2011factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Travis Ryan Gleason left Grandview Delight, Llc for Captrust (registered 2024-12-20)
Form ADVobserved 4 days ago