Todd Allen Werling

Current Employers

Employment History

• 09/2004 → 06/2024
  Securities America, Inc.
  Fairfield, NJ
• 10/2004 → 03/2018
  Todd Werling
  Fairfield, NJ
• 10/2004 → 03/2018
  Financial Principles, Llc
  Fairfield, NJ
• 03/2018 → Present
  Trusted Wealth Financial
  Fairfield, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fairfield, NJ

Previous Registrations

• 2006-07-27 → 2024-06-14
  Securities America Advisors, Inc.
  Fairfield, NJ
  Totowa, NJ
  Fairfield, NJ

Other Businesses

***WCCR POSITION: coach NATURE: Volunteer coach for my kids sports team in the town of West Caldwell, NJ INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 30 Clinton Road, West Caldwell NJ 07006 DESCRIPTION: I volunteer my time to coach basketball and baseball rec for the town. ***ROLLIN IN THE DOUGH WOOD BURNING PIZZA POSITION: Member of the LLC NATURE: Forming a business with my 2 other people. The business is a mobile wood burning pizza catering business INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2020 ADDRESS: 3 Fairmount Rd, West Caldwell NJ 07006 DESCRIPTION: We will make and provide wood burning pizza at parties. I will be in charge of the books. We will have a separate business account for this business. ***TRUSTED WEALTH FINANCIAL, LLC POSITION: Insurance agent NATURE: Trusted Wealth Financial, LLC - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 4/2018 - LOCATED AT124 Little Falls Road Suite C-2 Fairfield, NJ 07004 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 04/01/2018 ADDRESS: 124 Little Falls Road, Suite C-2, Fairfield NJ 07004 DESCRIPTION: Insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-14
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Other Names

• Todd A Werling