# TODD MICHAEL DONOFRIO

TODD MICHAEL DONOFRIO is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2021-09-15 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2020-09-29 | 2021-09-10 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2015-10-01 | 2020-11-12 | — |
| [FREEDOM ADVISORS TAX AND FINANCIAL PLANNING](https://search.stillhousedata.com/firm/141774) | 2007-01-04 | 2010-12-14 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2001-03-23 | 2006-09-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3109766)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3109766.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.