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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-27 |
Branch Locations
Lake St. Louis, MO • United States
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 |
|---|---|---|---|---|
| World Equity Group | Saint Charles | MO | 10/2013 | 02/2026 |
| World Equity Group, Inc. | Lake St. Louis | MO | 01/2025 | 02/2026 |
| Berthel, Fisher & Company Financial Services, Inc. | Lake St. Louis | MO | 02/2026 | Present |
| Bfc Planning, Inc. | Lake St. Louis | MO | 02/2026 | Present |
1) Hoskins Wealth Management; DBA Name; Yes, Investment Related; Address: 100 Chesterfield Business Pkwy, Suite 200, Chesterfield, MO 63005; Nature of OBA: Brokerage and investment advisory and financial planning business including Fixed Insurance and Annuity sales; Posn/Title: Partner/Financial Advisor; Start date 02/20/2019; Approx No of Hrs/Mth towards OBA: 160 Hrs/Mth, Approx No of Hrs/Mth towards OBA during trading Hrs: 8 Hrs/Day during trading hours; Duties towards OBA: Brokerage and investment advisory and financial planning business including Fixed Insurance and Annuity sales. 2) Prados Restaurant; Not Investment related; Address: 21 Meadow Cir Dr, #326, Lake Saint Louis, MO, 63367; Nature of OBA: Prados is a restaurant that I wait tables at on some nights and weekends for extra cash and something to do; Posn/Title: Server/Waiter; Start Date: 10/23/2025; Approx No of Hrs/Mth towards OBA: 60 Hrs/Mth, Approx No of Hrs/Mth towards OBA during trading Hrs: Zero Hrs/Mth; Duties towards OBA: I wait tables, provide food and beverage services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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