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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-12-05 |
| ID | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2025-12-05 |
| WA | 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 |
|---|---|---|---|---|
| Saturna Brokerage Services | Bellingham | WA | 10/2004 | 10/2019 |
| Saturna Capital Corporation | Bellingham | WA | 06/2016 | 10/2019 |
| Unemployed | Bellingham | WA | 10/2019 | 12/2021 |
| Moloney Securities Asset Management Llc | Manchester | MO | 12/2021 | 10/2023 |
| Moloney Securities Co., Inc. | Manchester | MO | 12/2021 | 10/2023 |
| Salish Wealth Management | Bellingham | WA | 12/2021 | 10/2023 |
| Moloney Securities Co., Inc. | Manchester | MO | 06/2024 | Present |
| Moloney Securities Asset Management, Llc | Manchester | MO | 06/2024 | Present |
| Unemployed | Bellingham | WA | 10/2023 | 06/2024 |
| Berthel, Fisher & Company Financial Services, Inc. | Bellingham | WA | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
DBA - Sentinel Wealth Management - Client Service Representative. Investment related. Conducted during all trading hours. Securities offered through Moloney Securities Co., Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-18 |
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