Jeffrey Lind Brockelsby

Employer firm

Brockelsby Investment Services CRD 171595

$6.64M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Brockelsby Investment Services

Irmo, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2008-07-22

SC RA
APPROVED

Since 2008-07-22

Branch Locations

Irmo, SC • 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
Black Hills Reptile Gardens	Rapid City	SD	08/1993	Present

08/1993 → Present

Black Hills Reptile Gardens

Rapid City, SD

Other Businesses

BLACK HILLS REPTILE GARDENS, INC., 8955 S. HWY 16, RAPID CITY, SD 57702; BUSINESS IS NOT INVESTMENT-RELATED PER SE; TOURIST ATTRACTION; POSITION - CORPORATE TREASURER; START DATE - JAN. 1991; HOURS PER MONTH - 80; HOURS PER DAY DURING TRADING HOURS - 4; DUTIES - MANAGE CORPORATE INVESTMENT PORTFOLIO, MANAGE EMPLOYEE 401(K) PORTFOLIO, ADVISE CEO ON BUDGETING AND FINANCIAL ISSUES, SERVE ON BOARD OF DIRECTORS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-05-16

S65 Uniform Investment Adviser Law Examination

2008-05-16

View on SEC IAPD