Richard Stanley Todd

Current Employers

Employment History

• 03/2008 → Present
  Oregon Pacific Financial Advisors, Inc. (Opfa)
  Medford, OR
• 06/2009 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2015 → Present
  Richard S Todd Inc
  Medford, OR
• 02/2008 → Present
  Richard Todd
  Medford, OR
• 02/2008 → 12/2024
  Oregon Pacific Financial Advisors
  Medford, OR

Previous Registrations

• 2009-08-06 → 2024-12-31
  Oregon Pacific Financial Advisors Inc
  Medford, OR

Other Businesses

1.) OREGON PACIFIC FINANCIAL ADVISORS, INC. (OPFA) - AGENT/REP/ADVISOR - INSURANCE AND FINANCIAL SERVICES - MEDFORD, OR - SINCE 03/2008 - INVESTMENT RELATED--- 2.) RICHARD S TODD INC - OWNER - DBA ENTITY USED FOR BUSINESS AND TAX PURPOSES - SINCE 04/2015 - MEDFORD,OR - NOT INVESTMENT RELATED 3.) RICHARD TODD - AGENT - NON-VARIABLE INSURANCE - MEDFORD, OR - SINCE 02/2008 - INVESTMENT RELATED 4.) OREGON PACIFIC FINANCIAL ADVISORS, INC - DBA NAME FOR MARKETING PURPOSES ONLY - MEDFORD, OR - SINCE 07/2019 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-30
• S63 Uniform Securities Agent State Law Examination
  2008-02-02

Other Names

• Rich Todd