Adam Nicholas Todd

Current Employers

Employment History

• 06/2010 → Present
  Feliciano Financial Group
  Tyler, TX
• 09/2010 → 04/2017
  Woodbury Financial Services, Inc
  Tyler, TX
• 04/2017 → Present
  Lion Street Financial
  Tyler, TX
• 04/2017 → Present
  Lion Street Advisors
  Tyler, TX
• 09/2025 → Present
  Integrity Alliance, Llc
  Tyler, TX

Previous Registrations

• 2017-04-28 → 2025-11-03
  Lion Street Advisors, Llc
  Tyler, TX
• 2012-01-18 → 2017-05-01
  Woodbury Financial Services, Inc.
  Tyler, TX
• 2009-03-25 → 2010-07-01
  Madison Avenue Securities, Llc
  Plano, TX
• 2008-06-30 → 2009-03-25
  Madison Avenue Advisors, Inc.
  Plano, TX

Other Businesses

1)FELICIANO FINANCIAL GROUP POSITION: Employee NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/28/2010 ADDRESS: 1828 ESE Loop 323, Suite #200, Tyler TX 75701, United States DESCRIPTION: Health and life Insurance sales 2) JPII STUDENT CENTER FINANCE COUNCIL POSITION: Chairman NATURE: Advising a church non-profit onplanningdecisions. I have no decision-making authority, and I do not control any funds. This council is strictly advisory in nature. We meet quarterly. The non-profit's purpose is helping college students stay plugged into their Catholic faith and grow in their faithduring their college years. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2016 ADDRESS: 3401 Brookside Dr., Tyler TX 75701 DESCRIPTION: Advising a church non-profit onplanningdecisions. I have no decision-making authority, and I do not control any funds. This council is strictly advisory in nature. We meet quarterly. The non-profit's purpose is helping college students stay plugged into their Catholic faith and grow in their faithduring their college years. 3) TRUSTEE - EAST TEXAS CATHOLIC FOUNDATION POSITION: TRUSTEE INVESTMENT RELATED: YES ADDRESS: 1015 ESE LOOP 323 TYLER TX 75701 PRIVATE FOUNDATION WHICH MANAGES VARIOUS ENDOWMENTS FOR THE ROMAN CATHOLIC DIOCESE OF TYLER. VOTE OF MANAGEMENT ASSETS, CHARITABLE GIVING AND MAKING BEQUESTS, GOVERNANCE DECISIONS. 4HOURS 3/2018 4)EAST TEXAS CATHOLIC FOUNDATION POSITION: Volunteer NATURE: Church organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 2094 Three Lakes Pkwy, Tyler TX 75703, United States DESCRIPTION: PRIVATE FOUNDATION WHICH MANAGES VARIOUS ENDOWMENTS FOR THE ROMAN CATHOLIC DIOCESE OF TYLER. VOTE OF MANAGEMENT ASSETS, CHARITABLE GIVING AND MAKING BEQUESTS, GOVERNANCE DECISIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-28
• S63 Uniform Securities Agent State Law Examination
  2007-06-05