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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2006-08-15 |
Branch Locations
105 Court Street Suite 504, Elyria, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Elyria | OH | 03/2003 | Present |
| Gregory Szabo | Elyria | OH | 01/1990 | 04/2021 |
| Gregory Szabo | Elyria | OH | 06/1989 | Present |
1. GREG SZABO-N-ELYRIA, OH-FIXED INSURANCE-AGENT-6/1989-5-0-SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-25 |
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