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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-08-13 |
Branch Locations
1250 E Missouri Avenue, Phoenix, AZ 85014 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Phoenix | AZ | 02/2015 | 08/2018 |
| Bfc Planning, Inc. | Phoenix | AZ | 01/2017 | 08/2018 |
| Dynamic Wealth Advisors Dba Stf Wealth Management | Phoenix | AZ | 08/2018 | Present |
1. STF Insurance Services, LLC, Phoenix, AZ-Insurance Sales and Insurance services including Term, Whole Life, Universal Life & Indexed Universal Life. This activity is investment related. 2. The HEFAR Group, Phoenix AZ - Educating parents on College Planning and Financial Aid - not investment related. 3. Prolacta Bioscience - Phoenix AZ - Helps with products for premature infants - not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-10 |
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