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Bfc Planning, Inc. CRD 119682
$3.84B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2012-11-01 |
Branch Locations
8430 West Lake Mead Blvd. #14, Las Vegas, NV 89128 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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 |
|---|---|---|---|---|
| Securities Management & Research, Inc. | Las Vegas | NV | 04/1996 | Present |
1. JEFF THOMAS AND ASSOCIATES-N-LAS VEGAS,NV-DBA-OWNER-3/2011-0-0-USED FOR TAX PURPOSES ONLY. 2. JEFF THOMAS- N- LAS VEGAS, NV- MEDICARE SUPPLEMENTS AND MEDICARE ADVANTAGE SALES- SALES REP- 01/2018- 10- 0- SELLING MEDICARE SUPPLEMENTS AND MEDICARE ADVANTAGE PLANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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