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Employer Years Dates
Advice and Planning Services 2 years Oct 2014 - Present
TIAA 2 years Oct 2014 - Present
Morgan Stanley Smith Barney 3 years Oct 2011 - Oct 2014
Edward Jones 1 year, 10 months Dec 2009 - Oct 2011
Main Development Company, LLC 8 years, 5 months Jul 2001 - Dec 2009
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Derek Todd Main?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Mar 23, 2016
  • license status
  • disclosures
  • as of date
    Mar 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Advice and Planning Services

Last updated on Oct. 3, 2016
    • $16.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
    • $365.4K
      Estimated Average Account Balance


Types of Compensation Arrangements

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