JAMES JOSEPH TODDY is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2023-12-12 | present | Yes |
| ARETE WEALTH ADVISORS, LLC | 2023-04-20 | 2023-12-21 | — |
| CENTER STREET ADVISORS, INC. | 2015-04-08 | 2023-06-27 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2014-01-31 | 2015-04-01 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2013-03-15 | 2014-01-30 | — |