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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| NY | RA | APPROVED | 2024-01-15 |
Branch Locations
1025 Westchester Ave Suite 403, White Plains, NY 10604 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | White Plains | NY | 04/2000 | 12/2023 |
| Bruce Ira Greenberg Cpa | White Plains | IL | 06/1993 | Present |
| Kingswood Capital Partners | New York | NY | 01/2024 | Present |
| Kingswood Wealth Advisors | New York | NY | 01/2024 | Present |
Meyeroff Life Insurance Trust,Is Not Investment Related,"1025 Westchester Ave, Suite 403, White Plains, NY, 10604, United States",trust,trustee,3/1/2018,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,trustee for his life insurance trust 2. Forepont Capital LLC, Is Investment Related,"1025 Westchester Ave, Suite 403, White Plains, NY, 10604, United States", Venture Equity Fund, CFO,6/14/2017,10 hours per month,0 hours per month during trading hours, Other Compensation, Compensation is based on the carry % if the fund has realized gains on the private portfolio companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-06 |
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