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511 East John Carpenter Freeway Suite 500, Las Colinas, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
2136 Chamber Center Dr, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Fort Mitchell | KY | 11/2022 | Present |
| Self-Employed | Fort Wright | KY | 09/2019 | Present |
| Atlantis Global | Arlington | VA | 01/2018 | 08/2019 |
| Rappahannock Cellars | Huntly | VA | 10/2016 | 01/2018 |
| Nicholsons Chartered Accountants | Hatfield | 05/2016 | 10/2016 | |
| Bfc Planning, Inc. | Fort Mitchell | KY | 07/2025 | Present |
1. Robert McKay- N- Fort Wright, KY- Fixed Insurance- Agent- 01/2019- 160- 60- Selling life, long-term care, and disability insurance. 2. Catholic Order of Foresters- N- Fort Mitchell, KY- Life Insurance- Agent- 09/2019- 20- 0- Selling life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-19 |
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