Todd Martin Tolbert

Current Employers

Employment History

• 12/2007 → 02/2025
  Concourse Financial Group Securities Inc
  Macon, GA
• 01/2009 → Present
  (Dba) Bolder Investment Group Llc
  Macon, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Macon, GA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-02-07 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Macon, GA
  Forsyth, GA
  Forsyth, GA
  Huntsville, AL
  Macon, GA
  Colorado Springs, CO
  Birmingham, AL

Other Businesses

1) (dba) BOLDER INVESTMENT GROUP LLC; Investment Related; 1701 Bass Road, Ste 200, Macon, GA 31210; Financial Planner; Start Date 01/2009; 40 hours per month; Assist clients in making suitable investment and insurance choices by using profiles professional software as a planning tool. Insurance product sales and service. I do not do estate or tax planning. I do not charge a fee for the plan but I use it as a tool to assist the client in making suitable investment and insurance choices. >> 2) BURNING TRIANGLE PRODUCTIONS; Non-Investment Related; 150 Cory Drive, Macon, GA 31210; Part Owner; Start Date 01/2018; 10 hours per month; This is my son's business, I help out, act in and finance his productions. >> 3) GEORGIA STATE BOARD OF ACCOUNTANCY; Non-Investment Related; 200 Piedmont Avenue SE, Suite 1604 West Tower, Atlanta, GA 30334; Accounting; Board Member; Start Date 01/2021; 2 hours per month with those 2 hours per month occurring during trading hours; My duty as a board member is to license those persons seeking to enter the profession who meet the minimum legal competency standards necessary to practice and to discipline those licensees who fail to meet the legal and professional standards. Board members must apply the statutes, rules and regulations of the profession in a fair and unbiased manner and must be aware of conflicts which must be avoided. 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2007; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-04
• S63 Uniform Securities Agent State Law Examination
  2008-01-09