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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| IN | RA | APPROVED | 2017-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Evansville | IN | 09/2000 | 12/2017 |
| Jjheflrich & Associates | Newburgh | IN | 09/2017 | Present |
| Charles Schwab & Co., Inc. | Evansville | IN | 12/2017 | Present |
JJ HELFRICH & ASSOCIATES | START DATE: 09/08/2017 | NEWBURGH, IN | OWNER | BRANCH & EMPLOYEE MANAGEMENT | MANAGE EMPLOYEES/PAYROLL AND PAY FINANCIAL EXPENSES OF BRANCH | MORE THAN 40 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-22 |
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