Todd Michael Battaglia

Current Employers

Employment History

• 02/1999 → Present
  Meg Green & Associates, Inc. D/B/A Mg&A Wealth
  Plantation, FL
• 09/2012 → Present
  Stonex Securities Inc
  San Juan, PR
• 01/2023 → Present
  Mg&A Wealth Pr Llc
  Calle De San Francisco, PR

Previous Registrations

• 2023-11-18 → 2025-08-05
  Mg&A Wealth Pr Llc
  San Juan, PR
• 1999-06-17 → 2016-10-03
  Meg Green & Associates, Inc.
  North Miami Beach, FL
• 2001-04-27 → 2006-12-07
  Osaic Wealth, Inc.
  N. Miami Beach, FL
  N Miami Beach, FL

Other Businesses

1.BIDWELL GREEN INSURANCE SERVICES, NON-INVESTMENT RELATED, 2627 IVES DIARY ROAD, STE 201, MIAMI FL 33180, INSURANCE AGENT, 01/2001, 0HRS MONTHLY, 0HRS MONTHLY, RECEIVING TRAIL COMMISSIONS FROM PREVIOUSLY WRITTEN POLICIES. NO NEW BUSINESS CONDUCTED THROUGH THIS ENTITY. 2.GELBWAKS INSURANCE AGENCY, NON-INVESTMENT RELATED, 10051 NW 1 COURT, PLANTATION FL 33324, INSURANCE AGENT, 01/13/2005, 1HRS MONTHLY, 1HRS MONTHLY, RECOMMENDS LIFE, HEALTH DISABILITY AND LONG TERM HEALTH CARE TO GELBWAKS INSURANCE AGENCY. 3. MG&A Wealth 8151 Peters Road Suite 3200, Plantation, FL 33055 and 151 Calle de San Francisco, San Juan, Puerto Rico 00901 Title: Owner Meg Green & Associates, Inc. DBA MG&A Wealth Investment Related: Yes Nature: Wealth Management and Business Consulting Duties: Provide investment and financial planning advice to clients and business consulting to employees of MG&A Wealth (US) aka Meg Green and Associates. 4. WOMEN OF TOMORROW - INVESTMENT COMMITTEE MEMBER, INVESTMENT RELATED, 2627 IVES DIARY ROAD, STE 201, MIAMI FL 33180, INVESTMENT COMMITTEE MEMBER, 2006 1HRS MONTHLY, 1HRS MONTHLY, ADVISES ON THE ASSET ALLOCATION AND MANAGEMENT OF THE ENDOWMENT FUND 5. BNI Champions Networking Group 415 E Country Club Cir Fort Lauderdale, FL 33317 Nature of Business: BNI Networking Group is made up of local professionals who meet once a week to network and offer business services to clients of other professionals. For instance a lawyer or real estate agent may have clients who are looking for an insurance agent or contractor. This is not a paid position, and no compensation is received from this activity. Members of BNI pay a small membership fee to be a part of this networking group. My duties as Secretary / Treasurer include keeping meeting notes, and monitoring and tracking of membership dues paid. Dues collected cover the costs of weekly rental of meeting space at Ft Lauderdale Country Club. My role does not include offering or soliciting of investment advice. Investment Related: No Title: Secretary/Treasurer of BNI Networking Group Start Date: 01/02/2020 Duties: BNI Networking Group is made up of local professionals who meet once a week to network and offer business services to clients of other professionals. For instance a lawyer or real estate agent may have clients who are looking for an insurance agent or contractor. This is not a paid position, and no compensation is received from this activity. Members of BNI pay a small membership fee to be a part of this networking group. My duties as Secretary / Treasurer include keeping meeting notes, and monitoring and tracking of membership dues paid. Dues collected cover the costs of weekly rental of meeting space at Ft Lauderdale Country Club. My role does not include offering or soliciting of investment advice. Hours Devoted to Business: 8 - 10 hours per month. Meeting are held once a week from 7:00 am - 9:00 am Hours Devoted to Business during Market Hours: 0 6) TVB, LLC - 8151 PETERS RD, SUITE 3200, PLANTATION, FL 33324 NATURE OF BUSINESS: FORMED AN LLC WITH BROTHER VINCENT BATTAGLIA FOR INVESTMENT OPPORTUNITIES IN SECURITIES, PRIVATE PLACEMENTS, STARTUP COMPANIES AND OTHER VENTURE CAPITAL OPPORTUNITIES, STRICTLY FOR THE MEMBERS OF THE LLC, TODD BATTAGLIA AND VINCENT BATTAGLIA. NO BROKERAGE OR RIA CLIENTS WILL BE INVOLVED IN THIS LLC. INVESTMENT RELATED: YES POSITION: MANAGER DUTIES: MANAGER OF LLC, TO INCLUDE ANY PURCHASES MADE, ANY DISTRIBUTIONS, AND ANY REPORTING REQUIREMENTS. START DATE: 03/11/2021 APPROXIMATELY 4-5 HOURS SPENT MONTHLY ON THIS OBA, WITH 0-1 HOURS SPENT ON THIS OBA MONTHLY DURING MARKET HOURS. 7) MG&A Wealth PR LLC-151 Calle De San Francisco, San Juan, PR 00901 Nature of Business: Registered Investment Advisory Services Inv Related: Yes Position: President & CEO Duties: 1. Sub advise on over 200 clients of MG&A Wealth Management. 2. To provide practice manage Start Date: 01/01/23 Approx 150 hrs spent on this OBA with 120 during market hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-17
• S63 Uniform Securities Agent State Law Examination
  1992-01-13