B. K. Dvorchak
Professional summary
B. Kathleen Dvorchak, who also goes by B Kathleen Dvorchak, Bonita Kathleen Dvorchak, Bonnie Palmer, Bonita Spiranac, is a registered financial advisor currently at DVORCHAK & ASSOCIATES located in Highlands Ranch, Colorado.
B. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. B. has worked at 6 firms and has passed the Series 63, Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view B. Kathleen Dvorchak's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2006 - Present
DVORCHAK & ASSOCIATES
May 21, 2004 - January 31, 2005
EAGLE STRATEGIES LLC
January 15, 2004 - January 28, 2005
NYLIFE SECURITIES LLC
December 21, 2000 - December 31, 2003
FARMERS FINANCIAL SOLUTIONS, LLC
April 5, 1999 - December 31, 2000
CETERA ADVISORS LLC
November 12, 1987 - April 5, 1999
VERAVEST INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2006)
Exams
Current Firm
DVORCHAK & ASSOCIATES
CRD#: 139551 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 4,211,682 |
Red Flags
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