TJ
Travis Jordan Penfield
CRD 6104530
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| 49 Wealth Management, Llc | Registered representative | 07/20/2026 |
| Alongside, Llc | Registered representative | 07/20/2026 |
| 818 Family Office, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
49 Wealth Management, Llc
Sole Member · 75% or more · Dec 2024
-
Alongside, Llc
Member · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗