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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-08-06 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Chamblee | GA | 12/2015 | 08/2019 |
| Bay Financial Advisors, Inc. | Athens | GA | 03/2016 | 08/2019 |
| Berthel Fisher & Company Financial Services, Inc. | Gainesville | GA | 08/2019 | Present |
| Bfc Planning, Inc. | Gainesville | GA | 08/2019 | Present |
1.Panoramic Wealth Strategies-Y-Gainesville, GA-Financial Advisory-Financial Advisor-08/2019-200-130-Financial Advisory including independent fixed insurance business. 2.Eagle 1, LLC-N-Gainesville, GA-Shell Company-Managing Member-11/2003-0-0-Shell Company for payroll services and business expenses. 3.Panoramic Wealth Strategies-N-Gainesville, GA-Insurance-Financial Advisor-01/2020-20-10-Provide Life, LTC and Disability insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-20 |
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