# TODD ALAN VOLKMAN

TODD ALAN VOLKMAN is an investment adviser representative (IAR) with state registration records since 2005, appearing at 10 firms. Currently registered with VOLKMAN WEALTH MANAGEMENT, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VOLKMAN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/309438) | 2020-07-16 | present | Yes |
| [XO WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/281767) | 2017-09-28 | 2020-08-07 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2014-11-11 | 2017-09-25 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2014-07-01 | 2014-11-10 | — |
| [MCCLURE CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/159981) | 2013-11-19 | 2014-07-01 | — |
| [DILLON - GAGE SECURITIES, INC.](https://search.stillhousedata.com/firm/10821) | 2010-12-03 | 2014-07-01 | — |
| [EFFICIENT MARKET ADVISORS, LLC](https://search.stillhousedata.com/firm/132188) | 2010-03-24 | 2010-11-23 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2008-06-02 | 2010-03-30 | — |
| [BOFA ADVISORS, LLC](https://search.stillhousedata.com/firm/107900) | 2005-02-14 | 2008-02-19 | — |
| [BACAP DISTRIBUTORS, LLC](https://search.stillhousedata.com/firm/46088) | 2005-01-11 | 2005-02-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2418487)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2418487.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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