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Current Employers
Portfolio Design Services, Llc

122 N. 2Nd Street, River Falls, WI 54022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-10
VI RA APPROVED 2016-04-21
  • TX RA
    APPROVED_RES
    Since 2025-03-10
  • VI RA
    APPROVED
    Since 2016-04-21

Branch Locations

122 N. 2Nd Street, River Falls, WI 54022 • United States

Christiansted St. Croix, VI • 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
Desert Flower Creations Christiansted St. Croix VI 08/1997 Present
Portfolio Design Services, Llc Roanoke VA 03/2016 Present
Other Businesses

NAME: DESERT FLOWER CREATIONS INVESTMENT RELATED: NO ADDRESS: PO BOX 25884 CHRISTIANSTED, VI 00824 NATURE: JEWELRY DESIGN AND HAND MANUFACTURING OF THIS JEWELRY YOUR POSITION, TITLE, ASSOCIATION: OWNER START DATE: 1997 NUMBER OF HOURS DEVOTED PER MONTH: 40 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONE DUTIES: DESIGN AND CREATE JEWELRY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-03
S63 Uniform Securities Agent State Law Examination 1990-10-12
  • S65 Uniform Investment Adviser Law Examination
    2016-03-03
  • S63 Uniform Securities Agent State Law Examination
    1990-10-12
Other Names
  • Tonya A Menapace
  • Tonya A Swinnea
  • Tonya Ann Swinnea
  • Tonya A Swinnea
  • Tonya Ann Menapace

View on SEC IAPD

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