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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-26 |
Branch Locations
10 S. Dearborn Street Floor 11, Chicago, IL 60603 • United States
8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2017 | 09/2022 |
| Family Video | Dearborn Heights | MI | 09/2016 | 03/2017 |
| Eddie Bauer | Novi | MI | 04/2016 | 12/2016 |
| Raymond James & Associates, Inc. | Dallas | TX | 03/2022 | 09/2022 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 04/2022 | 09/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 09/2022 | Present |
| Bollerud Investments | Dallas | TX | 06/2025 | Present |
Entity Name: Bollerud Investments Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/02/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This company will be established by my husband and I to manage and rent out our current home. It will also be used to purchase and rent out future real estate purchases/rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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