Todd Muncy

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Health Markets	Scottsdale	AZ	07/2015	09/2016
Scottrade	Phoenix	AZ	08/2016	02/2018
Td Ameritrade, Inc.	Phoenix	AZ	02/2018	02/2018
Td Ameritrade Investment Management, Llc	Omaha	NE	02/2018	02/2018
The Vanguard Group, Inc.	Scottsdale	AZ	02/2018	09/2021
Fidelity Investments	Salt Lake City	UT	01/2022	Present
Unemployed	Phoenix	AZ	10/2021	01/2022
Fidelity Investments	Boston	MA	03/2025	Present

2022-03-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2018-03-20 → 2021-09-08

Vanguard Advisers, Inc.

Scottsdale, AZ
2018-02-27 → 2018-02-28

Td Ameritrade, Inc.

Phoenix, AZ
2018-02-26 → 2018-02-28

Td Ameritrade Investment Management, Llc

Omaha, NE
2016-09-07 → 2018-02-26

Scottrade Investment Management

Saint Louis, MO
2014-05-06 → 2014-08-26

Wells Fargo Clearing Services, Llc

Phoenix, AZ
2010-10-04 → 2013-11-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Chandler, AZ

Pennington, NJ
2010-05-12 → 2010-09-15

Usaa Financial Planning Services

Phoenix, AZ
2006-07-17 → 2010-03-18

Charles Schwab & Co., Inc.

Phoenix, AZ

Phoenix, AZ

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-13
S63	Uniform Securities Agent State Law Examination	1988-08-02