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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Donald James Travo

Advisor at DESTINATION WEALTH MANAGEMENT

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:b7d94eb4-c598-bc31-912b-5ca35a9c5224

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 7, 2019 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: DESTINATION WEALTH MANAGEMENT
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, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66
First exam: May 17, 2018
First registration: Nov 7, 2019
Dual registered: no
Other names: Don Travo|Donald James Trave
IAPD individual key: 7148884

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
DESTINATION WEALTH MANAGEMENT	Independent wealth	Jan 11, 2023	n/a	yes	WALNUT CREEK, CA	Current employment
BCR WEALTH STRATEGIES	Independent wealth	Nov 17, 2020	Jan 19, 2021	no	VESTAVIA, AL	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Mar 9, 2020	Jul 14, 2020	no	Tuscaloosa, AL	Previous registration
CAPITAL WEALTH STRATEGIES LLC	n/a	Nov 7, 2019	Dec 31, 2019	no	Tuscaloosa, AL	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
BCR WEALTH STRATEGIES	DESTINATION WEALTH MANAGEMENT	Jan 19, 2021	Jan 11, 2023	722	Firm change after gap	RIA to RIA
STONEX ADVISORS INC.	BCR WEALTH STRATEGIES	Jul 14, 2020	Nov 17, 2020	126	Firm change	Ibd to RIA
CAPITAL WEALTH STRATEGIES LLC	STONEX ADVISORS INC.	Dec 31, 2019	Mar 9, 2020	69	Firm change	Other

Relationships

Registered with (4)

→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 11, 2023 to presentfactForm ADV
→ BCR WEALTH STRATEGIESRegistered adviserregistration: previous registration
Nov 17, 2020 to Jan 19, 2021factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Mar 9, 2020 to Jul 14, 2020factForm ADV
→ CAPITAL WEALTH STRATEGIES LLCRegistered adviserregistration: previous registration
Nov 7, 2019 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.