Jodi M Ehrlich

Current Employers

Employment History

• 02/2002 → Present
  Tpg Tax & Accounting Pc
  Apache Junction, AZ
• 08/2012 → 12/2022
  Calton & Associates, Inc.
  Apache Junction, AZ
• 11/2020 → Present
  Rmr Wealth Builders, Inc.
  Apache Junction, AZ

Previous Registrations

• 2012-10-17 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ
  Apatche Junction, AZ
• 2010-03-03 → 2012-09-04
  Cetera Wealth Services, Llc
  Scottsdale, AZ
  Apache Junction, AZ

Other Businesses

No. 1) Name of Business: Los Compenaros LLC. Non-Investment related. Address: 280 Phelps Dr., Apache Junction, AZ 85220. Nature of Business: Commercial Real Estate Investment. Position/Title/Relationship: Owner. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Treasurer. No. 2) Name of Business: Los Gringos Locos Inc. Non-Investment related. Address: 280 Phelps Dr., Apache Junction, AZ 85220. Nature of Business: Mexican Food Restaurant. Position/Title/Relationship: Owner. Hours per month: 72. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Treasurer and partial Owner. No. 3) Name of Business: TPG Tax & Accounting PC. Non-Investment related. Address: 115 North Apache Trail, Suite A, Apache Junction, AZ 85120. Nature of Business: CPA Firm. Position/Title/Relationship: Owner. Hours per month: 470. Hours per month during Securities trading hours: 70. Duties/Responsibilities: CPA; Act as power of attorney for select clients with regard to representation before the IRS. No. 4) Name of Business: Double Entry LLC. Non-Investment related. Address: 212 W Superstition Blvd., Apache Junction, AZ 85120. Nature of Business: Rental Properties. Position/Title/Relationship: Partner. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Managing Renting of Properties. No. 5) Name of Business: Lost Dutchman Marathon. Non-Investment related. Address: PO Box 6417, Apache Junction, AZ 85178. Nature of Business: Non-profit Organization. Position/Title/Relationship: Director. Hours per month: 20. Hours per month during Securities trading hours: 3. Duties/Responsibilities: Board member - Trophies/Awards. No. 6) Name of Business: Apache Junction Unified School District. Non-Investment related. Address: 1575 W Southern Avenue, Apache Junction, AZ 85120. Nature of Business: School Board. Position/Title/Relationship: Director. Hours per month: 30. Hours per month during Securities trading hours: 5. Duties/Responsibilities: On the board of directors.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-03

Other Names

• Jodi M Nine
• Jodi Ehrlich