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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-22 |
| PA | RA | APPROVED | 2024-07-29 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
3015 Wilmington Road, Suite A, New Castle, PA 16105 • United States
9121 Anson Way, Suite 200, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Raleigh | NC | 01/2014 | 07/2024 |
| Bfc Planning, Inc | Raleigh | NC | 01/2014 | 07/2024 |
| Blueprint Financial Advisors | Charlotte | NC | 07/2024 | Present |
| Maplewood Investments Inc | Raleigh | NC | 10/2025 | Present |
1.Cohort Capital Advisors, LLC-N-Raleigh, NC -Owner-Sale of securities and insurance-08/2006-160-160-Owner of DBA "Refined Retirement". Securities and Life, Accident, Health insurance sales. 2. Refined Retirement-Y- Raleigh, NC- IAR/Agent- 03/2022- 160-160- DBA name for securities and insurance business. 3. Neshannock Lions Club-101 Ludwig Rd, New Castle, PA 16105-Non-Profit-Not Investment Related-Treasurer since 2001-2 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-17 |
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