David Kelley Todd

Current Employers

Employment History

• 08/2006 → Present
  Lpl Financial Llc
  Centerville, UT
• 10/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Other Businesses

1. 4/1/2020 - Scadasvie - Investment Related - At Utah- Business Entity For Tax/Investment Purposes Only - Started 03/13/2020 2. 01/16/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 200 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/20/2023 - GBS Retire - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2023 - 200 Hours Per Month/ 8 Hours During Trading 4. 01/16/2025 - Todd Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 174 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19