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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-11 |
Branch Locations
3 Turtle Creek Dr., Swanton, OH 43558 • United States
1735 Tiffin Ave., Findlay, OH 45840 • United States
337 South Main St, Findlay, OH 45840 • United States
220 Perry Street, Fostoria, OH 44830 • United States
1207 Oak Harbor Rd., Fremont, OH 43420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Maumee | OH | 08/2015 | 02/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Monclova | OH | 02/2018 | 03/2022 |
| Bfc Planning, Inc. | Monclova | OH | 02/2018 | 03/2022 |
| Fifth Third Bank | Toledo | OH | 03/2022 | Present |
| Fifth Third Securities | Toledo | OH | 03/2022 | Present |
Medicare insurance sales - Monclova, OH 43542 - Agent -Service existing health insurance clients - 5 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-27 |
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