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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| WA | 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 |
|---|---|---|---|---|
| Pacific West Securities, Inc. | Renton | WA | 03/2005 | 08/2018 |
| Multop Financial Team | Bellingham | WA | 07/2003 | 08/2018 |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2018 |
| Lpl Financial | Bellingham | WA | 08/2018 | 11/2019 |
| Moloney Securities Co., Inc | Manchester | MO | 11/2019 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Bellingham | WA | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
DBA - SALISH WEALTH MANAGEMENT - FINANCIAL SERVICES - 3101 NEWMARKET ST #101, BELLINGHAM, WA 98226. DURING ALL TRADING HOURS. INVESTMENTS AND SECURITIES OFFERED THROUGH MOLONEY SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-09 |
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