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RIA / WealthAdvisor29 years in industry

TODD ANTHONY HEATH-HAZLETT

Advisor at TODD WEALTH MANAGEMENT LLC

VENICE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TODD WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jun 2, 1997
First registration: Jan 15, 2002
Dual registered: no
Other names: TODD ANTHONY HEATHHAZLETT
IAPD individual key: 2203723

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TODD WEALTH MANAGEMENT LLC	Independent wealth	Aug 6, 2012	n/a	yes	VENICE, FL	Current employment
FIRST SECURITY CAPITAL MANAGEMENT LLC	Former SEC adviser	Sep 14, 2018	Dec 31, 2025	no	VENICE, FL	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Aug 19, 2013	Dec 27, 2016	no	TAMPA, FL	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Jun 3, 2011	Aug 21, 2012	no	SAN LUIS OBISPO, CA\|PITTSBURGH, PA\|NEWBURY PARK, CA\|PITTSBURGH, PA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 15, 2002	Jun 7, 2011	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST SECURITY CAPITAL MANAGEMENT LLC	n/a	Dec 31, 2025	n/a	n/a	Departure no registered destination	Departure
J. W. COLE ADVISORS, INC.	FIRST SECURITY CAPITAL MANAGEMENT LLC	Dec 27, 2016	Sep 14, 2018	626	Firm change after gap	Other
BROKERSXPRESS LLC	TODD WEALTH MANAGEMENT LLC	Aug 21, 2012	Aug 6, 2012	-15	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	BROKERSXPRESS LLC	Jun 7, 2011	Jun 3, 2011	-4	Firm change	Other

Relationships

Registered with (5)

→ TODD WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 6, 2012 to presentfactForm ADV
→ FIRST SECURITY CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 14, 2018 to Dec 31, 2025factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Aug 19, 2013 to Dec 27, 2016factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Jun 3, 2011 to Aug 21, 2012factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 15, 2002 to Jun 7, 2011factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor departed, no destination yet
Todd Anthony Heath-Hazlett no longer registered at First Security Capital Management Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago