Michael Rosenthal

Current Employers

Employment History

• 08/2016 → 10/2017
  Physassist Scribes Inc.
  Fort Worth, TX
• 11/2017 → 08/2018
  Fort Worth Isd
  Fort Worth, TX
• 08/2018 → 07/2021
  Manara Academy
  Irving, TX
• 07/2021 → 08/2022
  Suny College At Cortland
  Cortland, NY
• 08/2022 → 10/2022
  Full-Time Student
  Cortland, NY
• 11/2023 → 10/2024
  Bfc Planning, Inc.
  Cortland, NY
• 06/2024 → 10/2024
  Berthel, Fisher & Company Financial Services, Inc.
  Cortland, NY
• 10/2024 → 05/2025
  Upskill Wealth Management, Llc
  Cortland, NY
• 06/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 06/2025 → Present
  Independent Financial Partners
  Tampa, FL
• 11/2022 → Present
  Upskill Tax Services
  Cortland, NY

Previous Registrations

• 2024-10-29 → 2025-06-25
  Upskill Wealth Management, Llc
  Cortland, NY
• 2023-11-02 → 2024-10-28
  Bfc Planning, Inc.
  Cortland, NY
  Cedar Rapids, IA

Other Businesses

(1) Advisors Insurance Brokers - investment related - 11 Executive Park Drive Clifton Park, New York 12065-5631 - fixed insurance - agent - start date 6/2/2025 - 2 hours/month during trading - Long Term Care, Disability, Term Life, Whole life (2) Highland Capital Brokerage - investment related - 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243 - fixed insurance - agent - start date 6/2/2025 - 3 hours/month during trading - Term Life, Whole Life, Annuities, LTC (3) Generations Planning Group LLC - investment related - 2020 Western Ave, Albany, NY 12203 - fixed insurance - agent - start date 6/2/2025 - 5 hours/month during trading -Non-variable insurance including term life, whole & universal life, disability, LTC (4) Generations Planning Group LLC - investment related - 2020 Western Ave, Albany, NY 12203 - DBA - employee - start date 6/2/2025 - 160 hours/month during trading - Financial advisement and insurance sales (5) Upskill Tax Services - not investment related - 1 North Main Street, Suite 304, Cortland, NY 13045 - owner - Tax preparation and bookkeeping services - start date Nov 1, 2022 - 8 hours/month - 4 hours/month during trading - Prepare and file tax returns. Assist with business bookkeeping needs. (6) Capital Region Vegan Network - not investment related - 6183 Johnston Rd, Albany, NY 12203 - Board member - start date 10/15/2025 - 4 hours / month. Plan and execute vegan networking events.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-02
• S65 Uniform Investment Adviser Law Examination
  2022-12-31

Other Names

• Michael Rudolph Rosenthal