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RIA / WealthAdvisor17 years in industry

TODD JAMES MONTALBO

Advisor at FIRST PACIFIC FINANCIAL, INC.

Juneau, AK | VANCOUVER, WA

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Search this name across graphsid dfx:ria:eaba1824-aba7-5e04-280b-8bbd1b283ee0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 5, 2009 to Sep 15, 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: FIRST PACIFIC FINANCIAL, INC.
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: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 1, 2009
First registration: May 5, 2009
Dual registered: no
Other names: TODD MONTALBO
IAPD individual key: 5632552

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
FIRST PACIFIC FINANCIAL, INC.	Independent wealth	Nov 16, 2023	n/a	yes	Juneau, AK\|VANCOUVER, WA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 7, 2017	Oct 31, 2023	no	ANCHORAGE, AK\|JUNEAU, AK\|JUNEAU, AK	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 25, 2014	Nov 8, 2017	no	ANCHORAGE, AK\|Juneau, AK	Previous registration
WADDELL & REED	Former SEC adviser	May 5, 2009	Jul 28, 2014	no	ANCHORAGE, AK	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
WOODBURY FINANCIAL SERVICES, INC.	FIRST PACIFIC FINANCIAL, INC.	Oct 31, 2023	Nov 16, 2023	16	Firm change	Ibd to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	WOODBURY FINANCIAL SERVICES, INC.	Nov 8, 2017	Dec 7, 2017	29	Firm change	Ibd to ibd
WADDELL & REED	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 28, 2014	Jul 25, 2014	-3	Firm change	Other

Relationships

Registered with (4)

→ FIRST PACIFIC FINANCIAL, INC.Registered adviserregistration: current employment
Nov 16, 2023 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 7, 2017 to Oct 31, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 25, 2014 to Nov 8, 2017factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 5, 2009 to Jul 28, 2014factForm ADV

Dated events

Occurred
Oct 31, 2023
Advisor changed firm
Todd James Montalbo left Woodbury Financial Services, Inc. for First Pacific Financial, Inc. (registered 2023-11-16)
Form ADVobserved 6 days ago