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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 | Dec 8, 2016 | Dec 5, 2025 | no | GREENVILLE, IL|MANCHESTER, MO|Greenville, IL|Greenville, IL | Previous registration |
| MOLONEY INVESTMENT ADVISORY LLC | Former SEC adviser | Jan 27, 2016 | Dec 31, 2016 | no | GREENVILLE, IL|MANCHESTER, MO | Previous registration |
| MOLONEY SECURITIES CO., INC. | Former SEC adviser | Oct 31, 2014 | Apr 27, 2016 | no | GREENVILLE, IL|MANCHESTER, MO|MANCHESTER, MO|MANCHESTER, 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 |
| MOLONEY INVESTMENT ADVISORY LLC | MOLONEY SECURITIES ASSET MANAGEMENT LLC | Dec 31, 2016 | Dec 8, 2016 | -23 | Channel change | Other |
| MOLONEY SECURITIES CO., INC. | MOLONEY INVESTMENT ADVISORY LLC | Apr 27, 2016 | Jan 27, 2016 | -91 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282140:282448:MO:2016-12-26 | Dec 31, 2016 | Dec 8, 2016 | MANCHESTER, MO | Firm change |
| 38535:282140:MO:2016-04-13 | Apr 27, 2016 | Jan 27, 2016 | MANCHESTER, MO | Firm change after gap |