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404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
Branch Locations
40 Wall St 28Th Floor, New York, NY 10005 • United States
404 Old Liverpool Rd, Liverpool, NY 13088 • United States
48 Wall Street 11Th Floor, New York, NY 10005 • 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 |
|---|---|---|---|---|
| Berthel Fisher And Company Financial Services, Inc | New York | NY | 10/2015 | Present |
| Bfc Planning, Inc. | New York | NY | 10/2015 | Present |
SCHRAG WEALTH MANAGEMENT GROUP-Y-NEW YORK, NY-SALES OF SECURITIES-REGISTERED REPRESENTATIVE-10/2015-160-140-DBA FOR SECURITIES BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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