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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-09-29 |
| AR | RA | APPROVED | 2021-06-25 |
| NC | RA | APPROVED | 2021-03-04 |
| FL | RA | APPROVED | 2021-01-14 |
| MS | RA | APPROVED | 2018-06-11 |
| TN | RA | APPROVED | 2018-05-17 |
Branch Locations
1 disclosure category 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. | Germantown | TN | 09/2015 | 05/2018 |
| Bfc Planning, Inc. | Germantown | TN | 09/2015 | 05/2018 |
| Centaurus Finanical, Inc. | Anaheim | CA | 05/2018 | Present |
1. PART OWNER, NJH INC., 2214 KIMBROUGH WOODS, GERMANTOWN, TN 38139, BULK ICE MACHINES, ICE VENDING BUSINESS, NON INVESTMENT RELATED SINCE 01/1/2019, AND I SPEND APPROX. 3 HOURS ON THIS OUTSIDE BUSINESS DOING MAINTENANCE WORK. 2. ASSET ADVISORY GROUP, NON-INVESTMENT RELATED, 1926 EXETER RD., GERMANTOWN, TN 38138, DBA, IAR, RR, L&H AGENT, SINCE 5/1/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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