Barry Douglas Todd

Current Employers

Employment History

• 07/2016 → 09/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2007 → Present
  Bdt & Associates, Inc.
  Yuma, AZ
• 05/2018 → Present
  Bdt & Associates, Inc.
  Yuma, AZ
• 03/2014 → Present
  Affluent Advising, Llc
  Yuma, AZ

Previous Registrations

• 2016-07-14 → 2018-09-10
  Cambridge Investment Research Advisors, Inc.
  Yuma, AZ
  Coronado, CA
• 2011-05-11 → 2014-04-02
  Cambridge Investment Research Advisors, Inc.
  Yuma, AZ
  San Diego, CA
• 2008-03-12 → 2011-05-13
  Onyx Wealth Advisors, Inc.
  Yuma, AZ
  Yuma, AZ
  Dallas, TX
• 2005-09-02 → 2008-03-24
  First Command Brokerage Services, Inc.
  Yuma, AZ
• 2005-01-12 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1) Barry D. Todd is a licensed insurance agent of Barry D. Todd, Sole Proprietor since March 2002. He is an independent insurance agent that sells and services for P&C, health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $15,000 compensation annually and spends about 5-10 hours per month on this activity. 2) Barry D. Todd is the chairman and director of the Board of BDT & Associates, Inc. since March 2008. He is responsible for the strategic vision of the organization. He receives no compensation and spends 5 hours per month on this activity. 3) Barry D. Todd is the manager of BDT Real Estate, LLC since March 2011. This entity is a holding company for commercial real estate offices owned by BDT & Associates, Inc. and has no custody or control over client funds. He receives no compensation and spends 2 hours per month on this activity. 4) Barry D. Todd is a consultant and owner of Affluent Advertising, LLC since March 2014. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no commission and spends 1 hour per month on this activity. 5) Barry D. Todd is a trustee of a trust since July 2006. He receives no compensation and spends 1 hour per month on this activity. 6) Barry D. Todd is the manager of Invicta Insurance Services, LLC since February 2020. This company is established for future growth of insurance services provided by advisers of Invicta Financial Group. This entity has no custody or control over client funds. He receives no compensation and spends 1 hour per month on this activity. 7) Barry D. Todd is the manager of Invicta Financial Group, LLC since November 2019. This company is established to eventually replace BDT & Associates, Inc. as the parent company name. This entity has no custody or control over client funds. He receives no compensation and spends 1 hour per month on this activity. 8) Barry D. Todd is the manager of Invicta Tax Services, LLC since February 2020. This LLC is setup for future growth of the company. This entity has no custody or control over client funds. He receives no compensation and spends 1 hour per month on this activity. 9) Barry D. Todd is the co-founder and board member of Defense Resources Foundation, Inc. since August 2021. This entity was established to provide resources to the wrongfully accused. This entity has no custody or control over client funds. He receives no compensation and spends 5 hours per month on this activity. 10) Barry D. Todd is the manager of Stand Your Ground, LLC. He is an author and an advocate speaker of the processes within the U.S. Judicial System stemming from his personal experiences with the law. This entity has no custody or control over client funds. He receives 0-$10,000 compensation yearly and spends 5-10 hours per month on these activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-27
• S63 Uniform Securities Agent State Law Examination
  2002-03-05

Designations