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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

TRAVIS BRANDON WOODS

Advisor at COLLABORATIVE ADVICE

MADISON, MS

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Search this name across graphsid dfx:ria:4e3013b6-8a55-9670-96aa-e3d2cbe2724a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 13, 2009 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: COLLABORATIVE ADVICE
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: Feb 12, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S66
First exam: Feb 12, 2009
First registration: Feb 13, 2009
Dual registered: no
IAPD individual key: 5557118

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
COLLABORATIVE ADVICE	State registered	Aug 18, 2023	n/a	yes	MADISON, MS	Current employment
MAYBE FINANCE, INC.	Former SEC adviser	Oct 11, 2022	Dec 31, 2023	no	BIRMINGHAM, AL	Previous registration
EFP ADVISORS	Former SEC adviser	Jan 9, 2014	Jan 17, 2023	no	JACKSON, MS	Previous registration
CS PLANNING CORP	Independent wealth	Feb 4, 2011	Apr 1, 2014	no	PORTLAND, OR	Previous registration
STANFORD GROUP COMPANY	n/a	Feb 13, 2009	Mar 31, 2009	no	JACKSON, MS	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
MAYBE FINANCE, INC.	COLLABORATIVE ADVICE	Dec 31, 2023	Aug 18, 2023	-135	Firm change after gap	Other
EFP ADVISORS	MAYBE FINANCE, INC.	Jan 17, 2023	Oct 11, 2022	-98	Firm change after gap	RIA to new firm
CS PLANNING CORP	EFP ADVISORS	Apr 1, 2014	Jan 9, 2014	-82	Firm change after gap	Other
STANFORD GROUP COMPANY	CS PLANNING CORP	Mar 31, 2009	Feb 4, 2011	675	Firm change after gap	Other

Relationships

Registered with (5)

→ COLLABORATIVE ADVICERegistered adviserregistration: current employment
Aug 18, 2023 to presentfactForm ADV
→ MAYBE FINANCE, INC.Registered adviserregistration: previous registration
Oct 11, 2022 to Dec 31, 2023factForm ADV
→ EFP ADVISORSRegistered adviserregistration: previous registration
Jan 9, 2014 to Jan 17, 2023factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Feb 4, 2011 to Apr 1, 2014factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Feb 13, 2009 to Mar 31, 2009factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Travis Brandon Woods left Maybe Finance, Inc. for Collaborative Advice (registered 2023-08-18)
Form ADVobserved 3 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Travis Brandon Woods left Efp Advisors for Maybe Finance, Inc. (registered 2022-10-11)
Form ADVobserved 3 days ago