Todd Michael Donofrio

Current Employers

Employment History

• 12/2014 → 09/2021
  First Allied Securities, Inc.
  San Diego, CA
• 09/2015 → 11/2020
  First Allied Advisory Services, Inc
  Chesterfield, MO
• 11/2020 → 09/2021
  First Allied Advisory Services
  Schaumburg, IL
• 09/2021 → Present
  Innovation Partners Llc
  Charlotte, NC
• 09/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2020-09-29 → 2021-09-10
  Cetera Investment Advisers Llc
  Ft. Myers, FL
  Ft. Myers, FL
  Fort Myers, FL
• 2015-10-01 → 2020-11-12
  First Allied Advisory Services, Inc.
  Ft. Myers, FL
• 2007-01-04 → 2010-12-14
  Freedom Advisors Tax And Financial Planning
  Ft. Myers, FL
  Ft. Myers, FL
  Ft. Myers, FL
• 2001-03-23 → 2006-09-05
  Ubs Financial Services Inc.
  Fort Myers, FL
  Ft. Myers, FL

Other Businesses

1.) COMPREHENSIVE FITNESS, NOT INVESTMENT RELATED, 17321 STEPPING STONE DR FORT MYERS FFL 33967, OWNER, START DATE: 10/1/2007, 10 HRS MONTH, 0 DURING SECURITIES TRADING, PERSONAL FITNESS TRAINING. 2.) TODD DONOFRIO POSITION: OWNER NATURE: Real Estate(Rental Property/Passive Investment)INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 11/22/2013 ADDRESS: 17321 STEPPING STONE DRIVE, FORT MYERS FL 33912 DESCRIPTION: MANAGE CONTRACTORS/MAINTENANCE(LAWN,LANDSCAPE,ELECTRICIAN) FOR OFFICE COMPLEX 3.) Fixed Insurance - Insurance Agent Fixed Annuities, Equity Index Annuities. 4.) Freedom Tax/Sole Proprietorship, Tax Preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-09
• S63 Uniform Securities Agent State Law Examination
  1998-10-01