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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
8181 Communications Pkwy Bldg A, Plano, TX 75024 • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
Anna, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orchard At The Office | Richardson | TX | 11/2015 | 01/2017 |
| American Teachers Retirement Services | Mckinney | TX | 01/2017 | 11/2019 |
| Teachers Financial Services Inc. | Plano | TX | 11/2019 | 06/2021 |
| Planmember Securities Corporation | Plano | TX | 01/2020 | 07/2021 |
| Josef Bezdek (Self Employed) | Anna | TX | 08/2017 | 07/2021 |
| Freedom Equity Group Llc | Mckinney | TX | 12/2017 | 11/2018 |
| Planmember Services | Plano | TX | 02/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 07/2021 | Present |
Entity Name: Youtube Investment related: No Address: Anna, TX 75409 www.youtube.com/@BezdekBuilds Nature of the other business: Content Creator Position/Title/Relationship: Employee/Contractor Start Date: 04/03/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am an independent party posting videos of woodworking on Youtube. I am not receiving compensation or discussing financial matters. Nor is my employment posted or discussed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-10 |
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