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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flexible Financial Marketing Inc | Geneva | IL | 07/1996 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Irvine | CA | 03/2003 | Present |
| Yvonne Curry | Irvine | CA | 06/1987 | Present |
| The David & Diana Sun Foundation | Fountain Valley | CA | 12/1999 | Present |
1. THE DAVID & DIANA SUN FOUNDATION-N-FOUNTAIN VALLEY, CA-FAMILY FOUNDATION FOR CHARITABLE PURPOSES-BOARD MEMBER & TREASURER-1/1999-2-0-ATTENDS BOARD MEETINGS & WRITES CHECKS FOR CHARITABLE GIVING; 2. FLEXIBLE FINANCIAL-N-GENEVA, IL-AGENT-7/1997-2-2-FIXED ANNUITY SALES. 3. FAMILY ENRICHMENT INC.- IRVINE, CA- PUBLIC CHARITABLE CORPORATION- DIRECTOR- 07/2022- 2- 0- HELP MANAGE THE CORPORATION'S CHARITABLE AFFAIRS AND ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-22 |
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