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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
UBER 2 months Apr 2019 - Jun 2019
Elpiscial LLC 1 year, 2 months Dec 2018 - Present
Dodsworth Farms 1 month Jul 2018 - Jul 2018
UBER 3 months Jun 2018 - Sep 2018
N/A 1 year Apr 2018 - Apr 2019
Premier Accounting Services LLC 1 month, 4 weeks Feb 2018 - Apr 2018
Sycomore Financial LLC 3 years, 1 month Jan 2017 - Present
NorthWest Financial Services, Inc 2 years, 5 months Jul 2014 - Dec 2016
Northwest Financial Services, Inc. 1 month Jun 2013 - Jul 2013
Olivet Nazarene University 1 year, 11 months May 2012 - Apr 2014
Olivet Nazarene University 3 years, 7 months Sep 2010 - Apr 2014
Wray High School 3 years, 8 months Sep 2006 - May 2010
Dodsworth Farms 13 years, 7 months Jan 2000 - Aug 2013

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Treavor Dodsworth

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 14, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sycomore Financial

Last updated on Jan. 8, 2020
    • $1.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5
      Accounts
    • $363.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Fixed Fees