Todd Patrick Mcchesney

Current Employers

Employment History

• 01/2002 → Present
  Royal Alliance Associates, Inc.
  Salt Lake City, UT
• 02/2008 → 05/2018
  Ashworth & Empey Financial, Llc
  Salt Lake City, UT
• 05/2018 → Present
  Ashworth Wealth Llc
  Salt Lake City, UT

Previous Registrations

• 2002-08-01 → 2010-12-31
  Stone Hill Advisory Services Inc.
  Salt Lake City, UT

Other Businesses

1) RAZORBACK BENEFITS, LLC, NOT INVESTMENT RELATED, 10290 HIDDEN OAK DRIVE HIGHLAND, UT 84003, 1/1/2003, 2 HOURS/MO, 0 HOURS/TRADING, BOOKKEEPING FOR ALL OF MY PERSONAL FINANCES, BUSINESSES FINANCES AND ENTITIES. 2) ASHWORTH WEALTH, LLC POSITION: Senior Wealth Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2002 ADDRESS: 897 W Baxter Drive, South Jordan UT 84095, United States DESCRIPTION: Investment Advisory Planning Within Financial Planning Process 3) TODD P. MCCHESNEY FINANCIAL, INC POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2002; ADDRESS: 10290 Hidden Oak Drive, Highland UT 84003, United States; DESCRIPTION: This is my personal corporation that I take a salary out of. I also market fixed insurance products through this entity. 4) ASHWORTH FINANCIAL ADVISORS, LLC--DBA ASHWORTH BENEFITS POSITION: Principal NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2002 ADDRESS: 897 W Baxter Drive, South Jordan UT 84095, United States DESCRIPTION: Group Insurance Services within Investment Advisory and Financial Planning Business 5) MCCHESNEY PROPERTIES, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 10290 Hidden Oak Drive Highland, UT 84003, Highland UT 84003, United States DESCRIPTION: Manage financial records for Rental Real Estate LLCsand invest in other companies. 6) ASHWORTH MANAGEMENT, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/27/2020 ADDRESS: 897 W Baxter Drive, South Jordan UT 84095, United States DESCRIPTION: Manage business expenses and marketing efforts for recruiting and other activities for the Royal Alliance Bonus Group with David Manookin as OSJ.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-26
• S63 Uniform Securities Agent State Law Examination
  1995-01-12

Designations

Other Names

• Todd P Mcchesney