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Reny Vessela M Greenleaf

Jdl Advisers

Newport Beach, CA

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Current Employers
Jdl Advisers

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-10
KS RA APPROVED 2025-03-07
CA RA APPROVED 2025-01-01
TX RA APPROVED 2014-05-19
  • ID RA
    APPROVED
    Since 2025-03-10
  • KS RA
    APPROVED
    Since 2025-03-07
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2014-05-19

Branch Locations

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • 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
OrganizationCityStateFromTo
Jdl Securities Corporation Newport Beach CA 01/2008 Present
J. Derek Lewis & Associates Newport Beach CA 05/2008 Present
Greenleaf & Associates Dba Fort Worth TX 09/2010 Present
  • 01/2008 → Present
    Jdl Securities Corporation
    Newport Beach, CA
  • 05/2008 → Present
    J. Derek Lewis & Associates
    Newport Beach, CA
  • 09/2010 → Present
    Greenleaf & Associates Dba
    Fort Worth, TX
Other Businesses

CHIEF FINANCIAL OFFICER, J. DEREK LEWIS & ASSOCIATES, INC., A REGISTERED INVESTMENT ADVISER FIRM. OWNER, GREENLEAF & ASSOCIATES DBA, BOOKKEEPING AND FINANCIAL STATEMENTS PREPARATION (NON-SECURITIES RELATED)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-01
  • S66 Uniform Combined State Law Examination
    2008-05-01
Other Names
  • Vessela Todorova Madjarska
  • Reny Vessela T Madjarska
  • Reny Vessela T Madjarska

View on SEC IAPD

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