Todd Joseph Melerine

Current Employers

Employment History

• 10/1999 → Present
  Todd Melerine
  Metairie, LA
• 03/2000 → 01/2017
  Lpl Financial Llc
  Slidell, LA
• 09/2015 → Present
  Cwm, Llc
  Omaha, NE
• 03/2011 → Present
  Melerine Wealth Management
  Slidell, LA
• 01/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2003-05-07 → 2015-09-14
  Lpl Financial Llc
  Slidell, LA
  Slidell, LA
  Slidell, LA
  Mandeville, LA

Other Businesses

NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: TODD J. MELERINE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 03/2000 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: ONE APX NUMBER OF HOURS DURING TRADING HOURS: ONE BRIEF DESCRIPTION OF DUTIES: TAX PLANNING / CPA 4. NAME OF OTHER BUSINESS: MELERINE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2011 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL CONSULTANT; 5. 5. NAME OF OTHER BUSINESS: TMDOUBLEC PROPERTIES LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: HOLDS REAL ESTATE/LAND ;

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-01-16

Designations