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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-15 |
Branch Locations
5830 Bond Street Suite 300, Cumming, GA 30040 • 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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 10/2007 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 10/2007 | 09/2016 |
| Trendline Trading & Investments, Llc | Cumming | GA | 09/2007 | 12/2016 |
| Summit Brokerage Services, Inc. | Cumming | GA | 09/2016 | 12/2016 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 12/2016 |
| Berthel, Fisher & Company Financial Services, Inc | Cumming | GA | 12/2016 | Present |
| Bfc Planning, Inc. | Cumming | GA | 12/2016 | Present |
1.Trendline Trading & Investments, LLC-Y-Cumming, GA-Securities-President-09/2007-150-8-Provide investment advice, commodities trading, stocks, bonds and general securities business 2.Trendline Trading-N-Cumming, GA-Commodities-President-09/2007-100-6-Commodities, futures and options trading done through ADM Investor Services 3.Baseball Umpiring-N-Cumming, GA-Baseball/Softball Umpiring-Umpire-02/2005-10-0-Certified baseball and softball umpire for Georgia High School. 4. Trendline Trading & Investments- N- Cumming, GA- Long Term Care policies- President- 6/2026- 2- 2- Presenting and writing Long Term Care Policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-09-04 |
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