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Todd Jeffrey Tocco

Certified Advisory Corp

Altamonte Springs, FL

Arnold,, MD

CRD 2821924

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Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-09
MD RA APPROVED 2024-01-09
TX RA APPROVED 2020-05-06
  • FL RA
    APPROVED
    Since 2024-01-09
  • MD RA
    APPROVED
    Since 2024-01-09
  • TX RA
    APPROVED
    Since 2020-05-06

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Arnold,, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Certified Advisory Corp Altamonte Springs FL 04/2010 Present
Tjt Financial, Llc Severna Park MD 02/2014 07/2017
Tjt Financial, Llc Arnold MD 07/2017 Present
  • 04/2010 → Present
    Certified Advisory Corp
    Altamonte Springs, FL
  • 02/2014 → 07/2017
    Tjt Financial, Llc
    Severna Park, MD
  • 07/2017 → Present
    Tjt Financial, Llc
    Arnold, MD
Previous Registrations
Other Businesses

MANAGER OF TJT FINANCIAL, LLC SINCE 02/2014. 205 RUGBY COURT, ARNOLD, MD 21012. FINANCIAL ADVISORY SERVICES. INVESTMENT RELATED. 45 HRS/WEEK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-14
S63 Uniform Securities Agent State Law Examination 1997-05-16
  • S66 Uniform Combined State Law Examination
    2007-09-14
  • S63 Uniform Securities Agent State Law Examination
    1997-05-16
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER WAYNE BORDNER
Guy Britton Davidson
DAVID JOHN SCHLITT

Nearby Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL

More in Altamonte Springs, FL

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