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Advisor at BFC PLANNING, INC.
CEDAR RAPIDS, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BFC PLANNING, INC. | Bd affiliated wealth | Dec 5, 2025 | n/a | yes | CEDAR RAPIDS, IA | Current employment |
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | Former SEC adviser | Jan 30, 2023 | Dec 5, 2025 | no | Manchester, MO | Previous registration |
| AQUILANT ADVISORS | Independent wealth | Oct 24, 2018 | Feb 24, 2023 | no | ST. LOUIS, MO | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Dec 14, 2015 | Oct 19, 2018 | no | Chesterfield, MO|SAN DIEGO, CA|Chesterfield, MO | Previous registration |
| SII INVESTMENTS, INC. | Former SEC adviser | Sep 21, 2007 | Nov 2, 2015 | no | CHESTERFIELD, MO|CHESTERFIELD, MO|APPLETON, WI|CHESTERFIELD, MO | Previous registration |
| IPI WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jun 22, 2001 | Sep 20, 2007 | no | CHESTERFIELD, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | BFC PLANNING, INC. | Dec 5, 2025 | Dec 5, 2025 | 0 | Bulk transfer | Ibd to ibd |
| AQUILANT ADVISORS | MOLONEY SECURITIES ASSET MANAGEMENT LLC | Feb 24, 2023 | Jan 30, 2023 | -25 | Firm change | RIA to ibd |
| INDEPENDENT FINANCIAL GROUP, LLC | AQUILANT ADVISORS | Oct 19, 2018 | Oct 24, 2018 | 5 | Firm change | Ibd to RIA |
| SII INVESTMENTS, INC. | INDEPENDENT FINANCIAL GROUP, LLC | Nov 2, 2015 | Dec 14, 2015 | 42 | Firm change | Other |
| IPI WEALTH MANAGEMENT, INC. | SII INVESTMENTS, INC. | Sep 20, 2007 | Sep 21, 2007 | 1 | Firm change | Other |