David Day

Current Employers

Employment History

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 08/2025 → 12/2025
  Berthel, Fisher & Company Financial Services, Inc.
  Dallas, TX
• 07/2023 → 12/2025
  Bfc Planning, Inc.
  Dallas, TX
• 04/2023 → 12/2025
  Fiscal Harmony Llc
  Dallas, TX
• 11/2025 → 11/2025
  Lone Star Wind Orchestra
  Dallas, TX
• 12/2023 → 09/2025
  Stonebridge United Methodist Church
  Mckinney, TX
• 07/2014 → 04/2023
  Energy Prospectus Group
  Dallas, TX
• 05/2021 → 03/2023
  William Kruse & Co Llc
  Grapevine, TX
• 12/2019 → 04/2021
  Tax Advisors Group Llc
  Dallas, TX
• 04/2016 → 12/2019
  Rbi Music
  Fort Worth, TX
• 07/2016 → 12/2016
  Saltgrass Richardson
  Dallas, TX

Previous Registrations

• 2023-08-02 → 2025-12-12
  Bfc Planning, Inc.
  Cedar Rapids, IA
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-15
• S65 Uniform Investment Adviser Law Examination
  2023-08-02

Other Names

• David L. Day
• David Lloyd Day