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Todd Coleman Early

Sovereign Investment Advisors LLC

Midolthian, VA

Phoenix, AZ

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Current Employers
Sovereign Investment Advisors Llc

3930 E Ray Road Suite 170, Phoenix, AZ 85044 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-05
AZ RA APPROVED 2017-09-12
  • TX RA
    APPROVED_RES
    Since 2023-04-05
  • AZ RA
    APPROVED
    Since 2017-09-12

Branch Locations

Midolthian, VA • United States

3930 E Ray Road Suite 170, Phoenix, AZ 85044 • 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
OrganizationCityStateFromTo
The Colony Group Llc Boston MA 03/2015 07/2017
Sovereign Investment Advisors Llc Phoenix AZ 07/2017 Present
Previous Registrations
  • 2015-03-27 → 2017-07-17
    Focus Partners Wealth, Llc
    Richmond, VA
    St. Louis, MO
  • 2010-11-05 → 2015-03-31
    Capgroup Advisors
    Richmond, VA
  • 2009-06-24 → 2010-09-10
    Edelman Financial Services, Llc
    Richmond, VA
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-23
  • S65 Uniform Investment Adviser Law Examination
    2009-06-23

View on SEC IAPD

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