Todd Jones Smallwood

Current Employers

Employment History

• 02/2016 → 10/2018
  Lindner Capital Advisors, Inc.
  Marietta, GA
• 07/2022 → 03/2025
  Sugarloaf Wealth Management, Llc
  Duluth, GA
• 10/2018 → 06/2022
  Triad Advisors, Llc
  Duluth, GA
• 08/2024 → 03/2025
  Osaic Wealth, Inc. (Name Changed From Triad Advisors)
  Duluth, GA
• 07/2025 → 10/2025
  Cardone Wealth Advisors, Llc
  Aventura, FL
• 07/2022 → 08/2024
  Triad Advisors, Llc (Owned By Advisor Group, Llc)
  Duluth, GA
• 06/2025 → 10/2025
  Cove Capital Group, Llc
  La Jolla, CA
• 10/2025 → Present
  Procyon Advisors, Llc
  Atlanta, GA
• 12/2019 → 06/2022
  Compliance Officer
  Duluth, GA

Previous Registrations

• 2022-07-06 → 2025-03-12
  Sugarloaf Wealth Management, Llc
  Duluth, GA
• 2018-10-19 → 2022-07-12
  Triad Advisors Llc
  Atlanta, GA
  Duluth, GA
• 2016-04-01 → 2018-10-12
  Lindner Capital Advisors, Inc.
  Atlanta, GA
• 2014-12-16 → 2016-02-18
  Clear Investment Research, Llc
  Alpharetta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-30
• S65 Uniform Investment Adviser Law Examination
  2014-12-13

Other Names

• Todd Jones Smallwood