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Todd P. Adrian

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CRD#: 6521533
TA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Phillip Adrian was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 2015. Todd had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
***Ameritime LLC Position: IAR Nature: Educating educators regarding their pension benefits. Pension consulting and 403b assets. Investment Related: Yes Hours: 120 Securities Trading Hours: 120 Start Date: 11/01/2015 Address: 13095 S. Mur-Len Rd. Suite 100, Olathe KS 66062 Description: seminars, marketing, pension consultation ***Insurance sales Position: Advisor Nature: insurance broker/dealer Investment Related: Yes Hours: 35 Securities Trading Hours: 35 Start Date: 08/01/2016 Address: 13095 S. Mur-Len Rd. Suite 100, Olathe KS 66062, United States Description: selling life insurance and fixed annuity products ***DBA: Compass Financial Resources LLC ***SAA POSITION: IAR NATURE: SECURITIES AMERICA ADVISORS-IAR-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 7/2017 LOCATED AT 13095 S MUR-LEN RD. STE 100, OLATHE, KS 66062 INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2017 ADDRESS: 13095 S mur-len, suite 100, olathe KS 66062 DESCRIPTION: This OBA is for advisory services for our clients. ***RVSHARE POSITION: I own the RV NATURE: I rent my mobile home occasionally through the website RVShare. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 279 n. Pecan st., NA KS 66030 DESCRIPTION: I use the RV Share website to advertise and rent my RV

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 21, 2017 - November 7, 2023

AMERITIME, LLC

RIA
CRD#: 147416
OLATHE, KS
Past

July 17, 2017 - November 23, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
Olathe, KS
Past

July 17, 2017 - November 23, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OLATHE, KS
Past

February 26, 2016 - July 19, 2017

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
OLATHE, KS
Past

November 17, 2015 - July 19, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
OLATHE, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/23/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AL
AMERITIME, LLC
AMERITIME, LLC | COMPASS FINANCIAL RESOURCES, LLC

CRD#: 147416 / SEC#:

Kansas
Registered Investment Advisory firm - (9/16/2008 Approved)
Nebraska
Registered Investment Advisory firm - (6/5/2013 Terminated)
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Contact information


Main Address
13095 South Mur-len Road Suite 100, Olathe, KS 66062
Mailing Address
Phone number
(913) 747-2000
Established
Firm type
Fiscal year end
# of Employees
11

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERITIME, LLC

CRD#: 147416

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