KD
Kelsey V. Davidson-todd
INDEPENDENT FINANCIAL GROUP
LEESBURG, VA 20176
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CRD#: 6869467
KD
Kelsey Violet Davidson-toddINDEPENDENT FINANCIAL GROUP
Professional summary
Kelsey Violet Davidson-todd, who also goes by Kelsey VIolet Davidson, is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Leesburg, Virginia.
Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kelsey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Kelsey Violet Davidson
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.
(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.
CRS (Client Relationship Summary) - RIA
Click below to view Kelsey Violet Davidson-todd's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kelsey Violet Davidson-todd's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2020 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 19301 Winmeade Dr. #260, Leesburg, VA 20176RIA
BD
CRD#: 7717
LEESBURG, VA
Current
January 3, 2020 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 19301 Winmeade Dr. #260, Leesburg, VA 20176RIA
BD
CRD#: 7717
LEESBURG, VA
Past
March 15, 2018 - January 7, 2020
OSAIC WEALTH, INC.
RIA
CRD#: 23131
LEESBURG, VA
Past
January 30, 2018 - January 7, 2020
OSAIC WEALTH, INC.
BD
CRD#: 23131
LEESBURG, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/31/2022)
RR
Delaware(5/30/2024)
RR
Florida(5/20/2024)
RR
Georgia(5/30/2024)
RR
Maryland(10/31/2022)
RR
New York(5/20/2024)
RR
North Carolina(7/7/2022)
RR
Oklahoma(1/29/2026)
RR
South Carolina(11/20/2025)
RR
Utah(3/26/2026)
RR
Virginia(1/3/2020)
IAR
Virginia(1/3/2020)
RR
West Virginia(8/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Mailing Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Phone number
(858) 436-3180
Established
Delaware since 07/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
624
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, INC. | OWNER | |
| DAVIS, SCOTT EARLE | CFO & FINOP | 7160800 |
| DENNEN, BRIAN | CCO BROKERAGE & ADVISORY | 3239786 |
| FISCHER, DAVID ALLEN | MANAGING DIRECTOR | 1634222 |
| HEISING, SCOTT ALLEN | CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR | 2192259 |
| KEEFE, KEVIN MICHAEL | PRESIDENT, COO | 1869560 |
| KREISMAN, SARAH JILL | SVP & GENERAL COUNSEL | 2671706 |
| PEARSON, TROY DALE | ROSFP | 2413897 |
Regulatory assets under management
| Total Number of Accounts | 54,951 |
| AUM (Assets Under Management) | $ 12,925,435,801 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 2 |
| Bond | 1 |
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
INDEPENDENT FINANCIAL GROUP, LLC
CRD#: 7717Leesburg, VA 20176TRUST BUT VERIFY
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