Kelsey Violet Davidson-Todd

Current Employers

Employment History

• 08/2012 → 07/2017
  Charlotte Mecklenburg Schools
  Charlotte, NC
• 01/2018 → 01/2020
  Royal Alliance
  Leesburg, VA
• 07/2017 → 12/2017
  Unemployed
  Hamilton, VA
• 01/2020 → Present
  Independent Financial Group
  Leesburg, VA

Previous Registrations

• 2018-03-15 → 2020-01-07
  Osaic Wealth, Inc.
  Leesburg, VA

Other Businesses

(1) WEST 3, LLC POSITION: Managing Partner NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2019 ADDRESS: 19301 Winmeade Dr., #201, Leesburg VA 20176, United States DESCRIPTION: Provide on site federal training to rank and file federal employees on their benefits and emergency management preparedness training to specific federal agencies such as FEMA. (2) BDA FINANCIAL, LLC POSITION: Managing Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2001 ADDRESS: 19301 Winmeade Dr., #201, Leesburg VA 20176, United States DESCRIPTION: DBA for marketing securities and advisory services (3) ARLINGTON COUNTY PUBLIC SCHOOLS - COMMUNITY LEARNING POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 22110 Washington Blvd, Arlington VA 22204, United States DESCRIPTION: Responsibilities include preparing and presenting educational content on topics such as investing fundamentals, retirement planning, savings strategies, Social Security, retirement income planning, Required Minimum Distributions (RMDs), Medicare, tax considerations in retirement, investment withdrawal strategies, and retirement benefits for federal and government employees. Classes are strictly educational in nature and do not include discussion of specific investment products, securities, advisory services, or individual companies. No individualized investment, tax, or legal advice is provided (4) LOUDOUN COUNTY PUBLIC SCHOOLS - ADULT EDUATION POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2015 ADDRESS: 21000 Education Court, Ashburn VA 20148, United States DESCRIPTION: Teach a class called "Pre-Retirement Guide for Federal Employees" which covers federal benefits both before and during retirement. (5) KELSEY DAVIDSON-TODD POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 19301 Winmeade Dr., #201, Leesburg VA 20176, United States DESCRIPTION: Selling fixed life and health insurance (6) BDA FINANCIAL POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/13/2021 ADDRESS: 19301 Winmeade Dr., #201, Leesburg VA 20176, United States DESCRIPTION: Financial information and assistance to people going through a divorce. Tax implications, financial impact, various settlement options, and child and spousal support payments. DAVIDSON-TODD WEALTH STRATEGIES LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2025 ADDRESS: 19301 Winmeade Dr., #260, Leesburg VA 20176, United States DESCRIPTION: LLC created for tax purposes to be able to create a SOLO 401k for myself.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-15

Other Names

• Kelsey Violet Davidson