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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-20 |
| OH | RA | APPROVED | 2022-03-11 |
Branch Locations
3559 West Sterns, Lambertville, MI 48144 • United States
1028 West Alexis Road, Toledo, OH 43612 • United States
1735 Tiffin Ave., Findlay, OH 45840 • United States
4035 Douglas Road, Toledo, OH 43613 • United States
337 South Main St, Findlay, OH 45840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp | Sylvania | OH | 04/2013 | 04/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Toledo | OH | 04/2018 | 03/2022 |
| Bfc Planning, Inc. | Toledo | OH | 04/2018 | 03/2022 |
| Fifth Third Bank | Toledo | OH | 03/2022 | Present |
| Fifth Third Securities | Toledo | OH | 03/2022 | Present |
Medicare Insurance - Temperance, MI 48182 - Sales/Service - serve pre-existing customers - 2 hr/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------- Ebay - Online, Temperance, MI, 48182 - Sports card sales - seller - 2 hr/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------- TCG Player - Online, Temperance, MI, 48182 - Sports card sales - seller - 2 hr/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-31 |
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