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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 | 2026-03-05 |
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 |
|---|---|---|---|---|
| Dallas Baptist University | Dallas | TX | 08/2016 | 08/2017 |
| Greenwell Homes | Dallas | TX | 05/2018 | 11/2019 |
| Encapture (Formerly Imagine Solutions) | Dallas | TX | 11/2019 | 06/2021 |
| Cliffmade | Dallas | TX | 06/2021 | 08/2021 |
| Encapture | Dallas | TX | 08/2021 | 01/2023 |
| American Airlines | Fort Worth | TX | 01/2023 | 01/2026 |
| Berthel Fisher & Company Financial Services, Inc. | Dallas | IA | 01/2026 | Present |
| Student | Dallas | TX | 08/2013 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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