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404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-09-05 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Marion | IA | 07/2004 | 07/2019 |
| Garrison Street Llc | Bethlehem | PA | 01/2002 | 03/2021 |
| Independent Insurance Agent | Bethlehem | PA | 03/1990 | Present |
| Self Employed - Tax Prep | Bethlehem | PA | 03/1984 | Present |
| Robert D'AGosta - Self Employed | Bethlehem | PA | 03/1992 | Present |
| 350 W 56Th Street Apt 2A Prtnrshp | New York | NY | 01/1985 | Present |
| R & D Investors, Llc | Bethlehem | PA | 02/2009 | Present |
| Ibn Financial Services, Inc. | Bethlehem | PA | 08/2019 | Present |
1. ROBERT D'AGOSTA-N-BETHLEHEM, PA-FIXED INSURANCE-OWNER-3/1989-10-2-SALES OF FIXED INSURANCE PRODUCTS. 2. 350 WEST 57TH ST, APT 2A PARTNERSHIP-N-BETHLEHEM, PA-PARTNER-12/1985-1-0-PREPARES TAX RETURNS FOR PARTNERSHIP AND ASSISTS IN MAKING DECISIONS WITH OTHER PARTNERS. 3. R AND D INVESTORS, LLC-N-BETHLEHEM, PA-INVESTING IN AND MANAGING REAL ESTATE-LLC MEMBER-02/2009-5-0-INVESTING AND HELPING MANAGE THE PROCESS TO BUY/SELL/RENT REAL ESTATE. 5. Robert D'Agosta-N-Center Valley-Medicare Supplement insurance-owner-9/2016-2-0-sell medicare supplement plans. 6. 25 W 64th Street, Apt 2F-N-Center Valley, PA-Rental property-Co owner-06/2003-1-0-Reviews financials and complete tax documents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-08 |
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