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Beverly Deloris Johnson

Bdj Wealth Management LLC

Plano, TX

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Current Employers
Bdj Wealth Management Llc

4521 Big Sky Drive, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-29
  • TX RA
    APPROVED
    Since 2020-05-29

Branch Locations

4521 Big Sky Drive, Plano, TX 75024 • 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
Paul Quinn College Dallas TX 08/2014 08/2017
Smu Certification Program Dallas TX 01/2015 08/2017
Pjs Services, Llc Dallas TX 10/2015 Present
Teach Them 2 Fish Dallas TX 07/2014 Present
Bdj Wealth Management Llc Dallas TX 05/2020 Present
Sofos Investments, Inc. Allen TX 07/2015 05/2020
  • 08/2014 → 08/2017
    Paul Quinn College
    Dallas, TX
  • 01/2015 → 08/2017
    Smu Certification Program
    Dallas, TX
  • 10/2015 → Present
    Pjs Services, Llc
    Dallas, TX
  • 07/2014 → Present
    Teach Them 2 Fish
    Dallas, TX
  • 05/2020 → Present
    Dallas, TX
  • 07/2015 → 05/2020
    Sofos Investments, Inc.
    Allen, TX
Previous Registrations
Other Businesses

Beverly Deloris Johnson is a partner at PJS Services, LLC where she is involved with Business Development, Tax Filing, and Tax Planning services. She receives $15,000 per year in compensation with 5 to 10 hours dedicated to this activity per month. Beverly Deloris Johnson is the owner of Teach Them 2 Fish where she is involved in Financial Education, Consulting, and Advising as a Consultant. She receives compensation for these services based on a client contract with 5 to 10 hours dedicated to this activity per month. Ms. Johnson is licensed with the Texas Department of Insurance. She can offer fixed insurance products for which she will receive commissions from the insurance companies through an independent insurance agency.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-09
  • S65 Uniform Investment Adviser Law Examination
    2013-12-09

View on SEC IAPD

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