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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 03/2011 | Present |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Manchester | MO | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
D/B/A CP Wealth Management, Financial Services. 13537 Barrett Parkway Dr Suite 300 St louis Missouri 63021. Investments and Securities offered through Moloney Securities Co., Inc. Annuity and Insurance Sales. SLUH Rugby Coach. 4970 Oakland Ave., St. Louis, MO 63110. No investment related. Not during securities trading hours. St. Louis Jets youth rugby team. Treasurer. Not investment related. Not conducted during trading hours. No compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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