# JAMES JOSEPH TODDY

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2023-12-12 | present | Yes |
| [ARETE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145488) | 2023-04-20 | 2023-12-21 | — |
| [CENTER STREET ADVISORS, INC.](https://search.stillhousedata.com/firm/169329) | 2015-04-08 | 2023-06-27 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2014-01-31 | 2015-04-01 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2013-03-15 | 2014-01-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2636687)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2636687.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.