Todd Stephen Udall

Current Employers

Employment History

• 01/2011 → Present
  Udall Cpa Group Pllc
  Henderson, NV
• 01/2017 → Present
  West Ridge Advisors, Llc
  Henderson, NV

Other Businesses

(1) 2011-Present: Udall CPA Group PLLC/Not investment related/Henderson, NV/Accounting firm/CPA/Accounting services/Involves 160 or more hours per month, including during traditional business hours.// (2) 2001-Present: Insurance agent/Insurance related/Henderson, NV/Insurance products and services via unaffiliated issuers/Involves less than two percent times each month, including during traditional business hours.// (3) 2003-Present: TDNTM Investments, LLC/Not investment related/Gilbert, AZ/Real Estate Holdings, UT/Member-Manager/Involves one hour per month, after trading hours// (4) 2005-Present: 6 U's, LLC/Not investment related/Henderson, NV/Real estate holdings/LLC Member/Involves five hours per month, after trading hours// (5) 2021-Present: 3TFM Scottsdale Investments, LLC//Not Investment Related/Scottsdale, AZ/Commercial real estate holdings/Less than 2 hrs devoted to the business per month// (6)2021-Present: UCG Scottsdale, LLC//Not Investment Related/Scottsdale, AZ/Member/tax practice/Involves approximately 5% time each month including during trading market hours. (7) 2011-Present: 3TFM AZ Investments, LLC/Not investment related/Gilbert, AZ/Commercial real estate holdings/Member-Manager/Involves one hour per month, after trading hours// (8) 2012-Present: 3TFM NV Investments, LLC/Not investment related/Henderson, NV/Commercial real estate holdings/Member-Manager/Involves one hour per month, after trading hours// (9) 2013-Present: 3TFM UT Investments, LLC/Not investment related/Salt Lake City, UT/Commercial real estate holdings/Member-Manager/Involves one hour per month, after trading hours// (10) 2004-Present: Tiger Investments, LLC/Not investment related/Gilbert, AZ/Inactive LLC for purpose of future real estate holdings/Member-Manager/Involves zero hours per month// (11) 2017-Present: West Ridge Insurance LLC/Insurance related/Henderson, NV/Insurance agency/Involves two percent time each month, including during business hours.// (12) 2017-Present: Mint Payroll, LLC/Not investment related/Henderson, NV/Payroll services/Shareholder/Up to 2 hrs per week during business hours.// (13) 2017-Present: Udall Financial Services LLC/Not investment related/Henderson, NV/Bookkeeping services/Bookkeeping/Management and Consulting/One percent time each month, including during traditional business hours.// (14) 2017-Present: Knotty N Ice LLC/Not investment related/Henderson, NV/Real estate holding/Shareholder/One percent time each month, including during traditional business hours.// (15) Lakemoor Develpment LLC/Not investment related/Henderson, NV/Real estate holding/Shareholder/One percent time each month, including during traditional business hours.//Manager/Involves one hour per month, after trading hours// (16)UCG TRC, LLC/Henderson, NV/non-investment related/Managing Member/ Real estate holdings/Less than 2 hrs devoted to the business per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-09
• S63 Uniform Securities Agent State Law Examination
  1999-11-08