James O'neal Mitchell

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2024-01-08

Branch Locations

1902 Flint Rd Se Suite A, Decatur, AL 35601 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Triad Advisors, Inc.	Norcross	GA	05/2008	04/2017
Berthel Fisher & Company Financial Services, Inc.	Decatur	AL	04/2017	06/2020
Bfc Planning, Inc.	Decatur	AL	04/2017	06/2020
Dfpg Investments, Llc	Sandy	UT	06/2020	Present

05/2008 → 04/2017

Triad Advisors, Inc.

Norcross, GA
04/2017 → 06/2020

Berthel Fisher & Company Financial Services, Inc.

Decatur, AL
04/2017 → 06/2020

Bfc Planning, Inc.

Decatur, AL
06/2020 → Present

Dfpg Investments, Llc

Sandy, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-02-06