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Inactive

Phil Thomas Mcdonnell

Jrm Investment Counsel.

Omaha, NE

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Current Employers
Jrm Investment Counsel.

Omaha, NE • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-20
IA RA APPROVED 2013-08-06
NE RA APPROVED 2013-08-06
  • TX RA
    APPROVED
    Since 2020-04-20
  • IA RA
    APPROVED
    Since 2013-08-06
  • NE RA
    APPROVED
    Since 2013-08-06

Branch Locations

Omaha, NE • 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
Jrm Investment Counsel, Llc Omaha NE 07/2013 Present
  • 07/2013 → Present
    Jrm Investment Counsel, Llc
    Omaha, NE
Previous Registrations
  • 2007-01-10 → 2013-07-16
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Bellevue, NE
    Fort Worth, TX
  • 2007-01-10 → 2013-07-16
    Td Ameritrade Investment Management, Llc
    Bellevue, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-27
S63 Uniform Securities Agent State Law Examination 2006-04-20
  • S66 Uniform Combined State Law Examination
    2006-12-27
  • S63 Uniform Securities Agent State Law Examination
    2006-04-20
Designations

View on SEC IAPD

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