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Vienna, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-18 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bgk Financial | Vienna | VA | 01/2010 | Present |
| Horter Investment Management, Llc | Cincinnati | OH | 09/2016 | 12/2017 |
| Portfolio Medics, Llc | Bonita Springs | FL | 12/2020 | 12/2024 |
| B.G. Kaserman & Associates L.LC. | Vienna | VA | 02/2025 | Present |
| First Advisors National, Llc | Vienna | VA | 01/2018 | 01/2020 |
BGK Financial; Investment-related; Home Office, Vienna, VA; Independent Insurance Broker; President; 01/2010; 16 hours per month; 2 during securities trading hours; Independent Insurance Broker and also sells gold and silver
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-28 |
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