Todd Sadwin is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2025-07-01 | present | Yes |
| THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 2021-03-16 | 2025-07-08 | — |
| IVY WEALTH MANAGEMENT, INC. | 2017-12-13 | 2021-06-30 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2015-10-14 | 2017-11-29 | — |