Todd Jacob Moerman

Current Employers

Integrity Investment Advisors

Fort Collins, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2016-05-19

CO RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2016-05-19

Branch Locations

Fort Collins, CO • 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
Integrity Investment Advisors, Llc	Fort Collins	CO	06/2010	Present
365 Tax Strategy, Llc	Fort Collins	CO	12/2023	Present

06/2010 → Present

Integrity Investment Advisors, Llc

Fort Collins, CO
12/2023 → Present

365 Tax Strategy, Llc

Fort Collins, CO

Other Businesses

start date: December 2023: member (50% owner) of 365 Tax Strategies, LLC, 4025 Automation Way D3, Fort Collins, CO 80525: this business provides tac preparation services and is non-investment related: duties are related to ownership and management of the business operations and approximately 5-10% of time is devoted to this activity during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-06-30

S65 Uniform Investment Adviser Law Examination

2010-06-30