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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-07 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
23 Lisbon St Suite B, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc | Canfield | OH | 11/2022 | Present |
| Rummel, Curry & Regginello Co., Lpa | Youngstown | OH | 02/2001 | Present |
| Bfc Planning, Inc. | Canfield | OH | 06/2023 | Present |
1. Attorney of Counsel- N- Youngstown, OH- Attorney- 04/2023- 30- 20- Handle cases on Social Security law and some probate work. 2. M&C Health Service, LLC- N- Canfield, OH- President- 04/2023- 30- 20- Sell Medicare supplement insurance. 3. eBay Account- N- Youngstown, OH- Owner- 04/2023- 10- 5- Buy and sell items on eBay.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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