Inactive

Todd William Carter

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Current Employers

Investor Fan

Boise, ID • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-07-01

WA RA
APPROVED

Since 2024-07-01

Branch Locations

Bothell, WA • United States

Boise, ID • 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
Trutina Financial (Dba Of Bellevue Financial)	Bellevue	WA	02/2012	02/2021
Private Client Services Llc.	Louisville	KY	11/2013	02/2021
Retired	Bothell	WA	02/2021	06/2024
Investor Fan	Bothell	WA	07/2024	Present

02/2012 → 02/2021

Trutina Financial (Dba Of Bellevue Financial)

Bellevue, WA
11/2013 → 02/2021

Private Client Services Llc.

Louisville, KY
02/2021 → 06/2024

Retired

Bothell, WA
07/2024 → Present

Investor Fan

Bothell, WA

Previous Registrations

2012-02-07 → 2021-02-15

Trutina Financial

Bellevue, WA
2005-06-02 → 2012-02-03

Pacific West Financial Consultants Inc

Bellevue, WA
2002-01-22 → 2005-06-08

Mutual Service Corporation

West Palm Bech, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-17
S63	Uniform Securities Agent State Law Examination	1983-05-03

S65 Uniform Investment Adviser Law Examination

2024-06-17
S63 Uniform Securities Agent State Law Examination

1983-05-03

View on SEC IAPD

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