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Advisor at BFC PLANNING, INC.
CEDAR RAPIDS, IA | CHASE, MI
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 | Oct 27, 2025 | n/a | yes | CHASE, MI|CEDAR RAPIDS, IA | Current employment |
| ISC ADVISORS, INC. | Mixed wealth | Jul 23, 2014 | Feb 4, 2025 | no | DALLAS, TX|SAINT LOUIS, MO | Previous registration |
| RIDGEWAY CONGER ADVISORY SERVICES | Former SEC adviser | Sep 28, 2007 | Aug 7, 2014 | no | ST LOUIS, MO|NEW WOODSTOCK, NY | Previous registration |
| SAXONY CAPITAL MANAGEMENT, LLC | Independent wealth | Jul 18, 2006 | Sep 7, 2007 | no | ST. LOUIS, MO|SAINT LOUIS, MO | Previous registration |
| STRONGHEART FINANCIAL | n/a | Dec 7, 1998 | Mar 2, 2006 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ISC ADVISORS, INC. | BFC PLANNING, INC. | Feb 4, 2025 | Oct 27, 2025 | 265 | Firm change | RIA to ibd |
| RIDGEWAY CONGER ADVISORY SERVICES | ISC ADVISORS, INC. | Aug 7, 2014 | Jul 23, 2014 | -15 | Firm change | Other |
| SAXONY CAPITAL MANAGEMENT, LLC | RIDGEWAY CONGER ADVISORY SERVICES | Sep 7, 2007 | Sep 28, 2007 | 21 | Firm change | Other |
| STRONGHEART FINANCIAL | SAXONY CAPITAL MANAGEMENT, LLC | Mar 2, 2006 | Jul 18, 2006 | 138 | Firm change | Other |