Todd William Mcelroy

Current Employers

Pgi Wealth Management

13680 Highway 9 Suite C100, Alpharetta, GA 30004 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-03-13
GA	RA	APPROVED	2024-10-01
MN	RA	APPROVED	2018-08-28

TN RA
APPROVED

Since 2026-03-13
GA RA
APPROVED

Since 2024-10-01
MN RA
APPROVED

Since 2018-08-28

Branch Locations

Franklin, TN • United States

13680 Highway 9 Suite C100, Alpharetta, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Life Insurance Co	Long Lake	MN	09/2003	Present
Princor Financial Services, Inc	Long Lake	MN	09/2003	08/2018
Philip James Wealth Management	Milton	GA	08/2018	Present

09/2003 → Present

Principal Life Insurance Co

Long Lake, MN
09/2003 → 08/2018

Princor Financial Services, Inc

Long Lake, MN
08/2018 → Present

Philip James Wealth Management

Milton, GA

Previous Registrations

2014-01-17 → 2018-09-04

Principal Securities, Inc.

Minneapolis, MN

Minnetonka, MN

Minnetonka, MN

Other Businesses

1) INDEPENDENT INSURANCE SALES; SALE OF FIXED LIFE INSURANCE, GROUP BENEFITS,HEALTH, MEDICAL SUPPLEMENT, LONG-TERM CARE, DISABILITY; 8/14/13; 20 HOURS/MO DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-29
S63	Uniform Securities Agent State Law Examination	2003-09-30

S65 Uniform Investment Adviser Law Examination

2024-08-29
S63 Uniform Securities Agent State Law Examination

2003-09-30

View on SEC IAPD