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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
515 N Flagler #350, West Palm Beach, FL 33401 • United States
3 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Los Angeles | CA | 03/2011 | 09/2019 |
| Summit Financial Group | Los Angeles | CA | 03/2011 | 01/2020 |
| Cetera Advisor Networks Llc | Woodland Hills | CA | 09/2019 | 01/2020 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2020 | 11/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | West Palm Beach | FL | 11/2025 | Present |
| Bfc Planning, Inc. | West Palm Beach | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-09 |
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