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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-09 |
Branch Locations
525 Kenhorst Blvd, Reading, PA 19611 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Center Valley | PA | 03/2009 | 02/2017 |
| Mml Investor Services, Inc | Center Valley | PA | 09/2009 | 02/2017 |
| Sagepoint Financial, Inc. | Reading | PA | 02/2017 | 08/2023 |
| Berthel, Fisher & Company Financial Services, Inc. | Reading | PA | 08/2023 | Present |
| Bfc Planning, Inc. | Reading | PA | 08/2023 | Present |
1) MP BUTTERWORTH TAX SERVICE- N SHILLINGTON, PA- INCOME TAXES- OWNER- 08/1986- 5- 0- PREPARE TAX RETURNS. 2) MP BUTTERWORTH AND ASSOCIATES- Y- READING, PA- DBA FOR SECURITIES AND INSURANCE BUSINESS- OWNER- 09/1984- 20- 20- Sales of securities products as well as life, disability, and long term care 3) MP BUTTERWORTH SPECIAL NEEDS PLANNING GROUP- N- SHILLINGTON, PA- OWNER- 03/2021- 25- 15- Special Needs Planning for Individuals and Families -help in obtaining public benefits (SSI, SSDI, DAC, Survivor benefits, Child in Care, Medical Assistance, SNAP, Housing, Waiver Programs, Advocacy, IEP's , and 504 plans).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-17 |
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