Gal Eliezer Perlmutter

Current Employers

Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-07-24

TX RA
APPROVED

Since 2017-07-24

Branch Locations

Austin, TX • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Citigroup Global Markets Inc.	Dallas	TX	09/2005	07/2017
Morgan Stanley Smith Barney	Austin	TX	06/2009	07/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	07/2017
Berthel Fisher & Company Financial Services, Inc.	Austin	TX	07/2017	Present
Bfc Planning, Inc.	Austin	TX	07/2017	Present

09/2005 → 07/2017

Citigroup Global Markets Inc.

Dallas, TX
06/2009 → 07/2017

Morgan Stanley Smith Barney

Austin, TX
01/2015 → 07/2017

Morgan Stanley Private Bank, National Association

New York, NY
07/2017 → Present

Berthel Fisher & Company Financial Services, Inc.

Austin, TX
07/2017 → Present

Bfc Planning, Inc.

Austin, TX

Previous Registrations

2009-06-01 → 2017-07-25

Morgan Stanley

Austin, TX
2005-11-29 → 2009-06-01

Citigroup Global Markets Inc.

Dallas, TX

Austin, TX

Dallas, TX

Other Businesses

1.GS Wealth Management-Y-Dallas, TX-Financial Services-Associate Vice President-07/2017-160-150-Financial Services & insurance. 2.Pool Rental-N-Dallas, TX-Pool Rental-Renter-09/2020-4-0-Wife and I are renting out our pool by the hour on swimply.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-23

S66 Uniform Combined State Law Examination

2005-11-23

View on SEC IAPD