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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-07-31 |
Branch Locations
10 Aberdeen Dr., Greenville, SC 29605 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Greenville | SC | 07/2010 | 07/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Greenville | SC | 07/2017 | Present |
| Bfc Planning, Inc. | Greenville | SC | 07/2017 | Present |
1.Robert Roach Insurance-N-Greenville, SC-Insurance Sales-Agent-01/2011-4-4-Recommend and provide Life, Health, or Disability insurance to clients 2.YMCA Caine Halter Board Member-N-Greenville, SC-Help w/ Campaign efforts-Board Member-01/2016-1-0-Act as Chair of the programs committee that evaluates YMCA Caine Halter Programs throughout the year 3.Campaign Cabinet Member for United Way of Greenville County-N-Greenville, SC-Help w/ Campaign efforts-Cabinet Member-01/2016-1-0-Help w/ Coordination and Campaign efforts 4.Dynamic Recovery Solutions-N-Greenville, SC-Providing leads-Liason-05/2016-1-1-Provide Introductions and leads on potential business opportunities for Dynamic Recovery Solutions 5.Maness & Roach, LLC-N-Greenville, SC-Negotiation for PGA Players-Agent-01/2017-5-5-Act as agent for contract and appearance negotiations for players on the PGA Tour, Web.com, mini-tours, etc. 6. Cottonwood Construction & Design, LLC- N- Spartanburg, SC- Company financials- CFO- 11/2025- 10- 0- Help with Finances and Budgeting, and Payroll.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-16 |
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