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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-10-21 |
Branch Locations
651 Holiday Drive Foster Plaza 5, Suite 400, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md & A Financial Management Co | Pittsburgh | PA | 09/1999 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 03/2003 | Present |
1. MD&A FINANCIAL MANAGEMENT COMPANY-N-PITTSBURGH, PA-FIXED INSURANCE-PRESIDENT-9/1999-5-5-INSURANCE SALES. 2. MD&A FINANCIAL MANAGEMENT COMPANY-Y-SECURITIES & INVESTMENT ADVISORY BUSINESS_9/1999-200-35. 3. Roselyn Wilkinson author-N-Pittsburgh, PA-Author of book It's Good to be the Queen-Author-4/2018-30-0-Financial book written with the purpose of trying to engage women in their financial future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-27 |
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