Jonathan Dvorak

Current Employers

Uptick Partners, Llc

777 East Austin, Nacogdoches, TX 75965 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2024-07-03
TX	RA	APPROVED	2024-07-03

AL RA
APPROVED

Since 2024-07-03
TX RA
APPROVED

Since 2024-07-03

Branch Locations

101 2Nd Avenue, Cullman, AL 35055 • United States

777 East Austin, Nacogdoches, TX 75965 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2010	07/2024
Uptick Partners, Llc	Nacogdoches	TX	07/2024	Present
Dvorak Financial Planning	Cullman	AL	07/2024	Present

01/2010 → 07/2024

Edward Jones

St Louis, MO
07/2024 → Present

Uptick Partners, Llc

Nacogdoches, TX
07/2024 → Present

Dvorak Financial Planning

Cullman, AL

Previous Registrations

2010-03-01 → 2024-07-08

Edward Jones

Cullman, AL

St Louis, MO

Cullman, AL

Other Businesses

Fauntleroy Properties LLC Type of business: LLC for Rental House Athens, AL Start date: 8/11/2020 Partner Member Hours per week: 1 Hours during trading: 0 Member Partner of an LLC that owns a rental building. Owns the building Dvorak Financial Planning, LLC operates out of.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-02-26

S66 Uniform Combined State Law Examination

2010-02-26

Designations

Other Names

Jonathan Martin Dvorak

View on SEC IAPD