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8240 Beckett Park Drive Suite B, West Chester, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-18 |
| KY | RA | APPROVED | 2022-07-22 |
| OH | RA | APPROVED | 2016-04-29 |
| IN | RA | APPROVED | 2005-01-13 |
Branch Locations
8240 Beckett Park Drive Suite B, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisory Services | West Chester | OH | 01/1991 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | West Chester | OH | 03/2003 | Present |
| Capital Advisory Services | West Chester | OH | 09/1988 | Present |
| Capital Advisory Services, Llc | West Chester | OH | 10/2010 | Present |
1. CAPITAL ADVISORY SERVICES LLC-Y-WEST CHESTER, OH-SECURITIES SALES-OWNER/REGISTERED REPRESENTATIVE-10/2010-80-DBA FOR SECURITIES BUSINESS & OWNER OF TAX PREP BUSINESS. 2. CAPITAL ADVISORY SERVICES LLC-Y-WEST CHESTER, OH-RIA BUSINESS-REPRESENTATIVE-10/2010-120-120-REGISTERED INVESTMENT ADVISOR. 3. JAMIE M. POWELL-Y-WEST CHESTER, OH-Insurance Sales-OWNER-1/1988-5-1-SALES OF FIXED INSURANCE to include Life Insurance, Medical Insurance, Disability Insurance and LTC insurance. 4. Avion Energy,Inc-N-Lawrenceville, GA-Energy procurement company-Board Member-6/2017-2-0-attend meetings to discuss any issues effecting the overall growth, direction, operations and management of the company. 5.Rare Disease Family Foundation, LLC-N-West Chester, OH-Help young adults/children w/ rare diseases-Director/Secretary/Owner-07/2018-5-1-RDFF lends a hand w/ children w/ rare diseases.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-04 |
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