DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Travis May
Feed of 09/14/2026
Also filed as May Travis
At current firm
0 y
since Sep 10, 2026
In the industry
18 y
since Nov 10, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Key Investment Services LLC BD affiliated currentsince Sep 10, 2026 · Albany, Or
- Wells Fargo Advisors wirehouseApr 16, 2018 to Sep 1, 2026 · Minneapolis, Mn
- Wells Fargo Advisors wirehouseOct 14, 2015 to Jan 4, 2018 · Minneapolis, Mn
- E*Trade Capital Management, LLC formerMar 16, 2015 to Oct 6, 2015 · Sandy, Ut
- Wells Fargo Advisors wirehouseNov 3, 2011 to Mar 16, 2015 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Key Investment Services LLCleft Sep 1, 2026, registered Sep 10, 2026 (9 days) · Wirehouse to affiliated broker-dealer or bank
- E*Trade Capital Management, LLC to Wells Fargo Advisorsleft Oct 6, 2015, registered Oct 14, 2015 (8 days) · Other
- Wells Fargo Advisors to E*Trade Capital Management, LLCleft Mar 16, 2015, registered Mar 16, 2015 (0 days) · Other · moved with a team
Signals
- Travis May left Wells Fargo Advisors for Key Investment Services Llc (registered 2026-09-10)Sep 1, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address