Todd James Montalbo

Current Employers

First Pacific Financial, Inc.

610 Esther Street Suite 100, Vancouver, WA 98660 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-02-27
WA	RA	APPROVED	2024-02-26
AK	RA	APPROVED	2023-11-16

TX RA
APPROVED_RES

Since 2024-02-27
WA RA
APPROVED

Since 2024-02-26
AK RA
APPROVED

Since 2023-11-16

Branch Locations

119 Seward Street Suite 8, Juneau, AK 99801 • United States

610 Esther Street Suite 100, Vancouver, WA 98660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Juneau	AK	07/2014	10/2017
Woodbury Financial Services Inc	Juneau	AK	12/2017	Present
First Pacific Financial	Juneau	AK	10/2023	Present
Woodbury Financial	Juneau	AK	12/2017	10/2023
Ameriprise Financial Services	Juneau	AK	07/2014	10/2017

07/2014 → 10/2017

Ameriprise Financial Services, Inc.

Juneau, AK
12/2017 → Present

Woodbury Financial Services Inc

Juneau, AK
10/2023 → Present

First Pacific Financial

Juneau, AK
12/2017 → 10/2023

Woodbury Financial

Juneau, AK
07/2014 → 10/2017

Ameriprise Financial Services

Juneau, AK

Previous Registrations

2017-12-07 → 2023-10-31

Woodbury Financial Services, Inc.

Anchorage, AK

Juneau, AK

Juneau, AK
2014-07-25 → 2017-11-08

Ameriprise Financial Services, Llc

Anchorage, AK

Juneau, AK
2009-05-05 → 2014-07-28

Waddell & Reed

Anchorage, AK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-05-01

S66 Uniform Combined State Law Examination

2009-05-01

Other Names

Todd Montalbo

View on SEC IAPD