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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | 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 |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | MI | 12/2018 | 11/2019 |
| Detroit Skating Club | Bloomfield Hills | MI | 08/2018 | 12/2018 |
| United States Anti-Doping Agency | Colorado Springs | CO | 04/2015 | 08/2018 |
| Moloney Securities Co., Inc. | Manchester | MO | 11/2019 | 12/2025 |
| Moloney Securities Asset Management, Llc | Manchester | MO | 11/2019 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Waterford | MI | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
TAX PREPARATION - 5741 ELIZABETH LAKE ROAD, WATERFORD, MI 48327 - NON SECURITIES RELATED - ZERO HOURS DURING TRADING HOURS. NOT INVESTMENT RELATED. KIRK JAMES, LLC. - USED FOR FUTURE SUCCESSION PLANNING. 5741 ELIZABETH LAKE ROAD, WATERFORD, MI 483247. ZERO HOURS DURING TRADING HOURS. NOT INVESTMENT RELATED. Professional Investment Management, LLC- N- Life Insurance- Agent- Waterford, MI- 05/2026- 2-2 - Potentially sell life insurance if the opportunity arises.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-28 |
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