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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DEBORAH RENAE JESSEE

Advisor at BFC PLANNING, INC.

CEDAR RAPIDS, IA | MERIDIAN, ID

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Search this name across graphsid dfx:ria:c8a7e936-180b-306f-c88d-78cd54124685

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BFC PLANNING, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Dec 1, 2000
First registration: Dec 18, 2000
Dual registered: yes, broker-dealer
Other names: DEBORAH RENAE DAVIS
IAPD individual key: 4269740

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BFC PLANNING, INC.	Bd affiliated wealth	Apr 30, 2024	n/a	yes	CEDAR RAPIDS, IA\|MERIDIAN, ID	Current employment
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Dec 17, 2010	n/a	yes	MERIDIAN, ID	Current employment
INVEST FINANCIAL CORPORATION	Former SEC adviser	May 27, 2009	Dec 20, 2010	no	BOISE, ID	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 28, 2007	May 13, 2009	no	BOISE, ID	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 18, 2000	May 13, 2005	no	BOISE, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVEST FINANCIAL CORPORATION	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Dec 20, 2010	Dec 17, 2010	-3	Firm change	Other
UBS FINANCIAL SERVICES INC.	INVEST FINANCIAL CORPORATION	May 13, 2009	May 27, 2009	14	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	May 13, 2005	Nov 28, 2007	929	Firm change after gap	Other

Relationships

Registered with (5)

→ BFC PLANNING, INC.Registered adviserregistration: current employment
Apr 30, 2024 to presentfactForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Dec 17, 2010 to presentfactForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
May 27, 2009 to Dec 20, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 28, 2007 to May 13, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 18, 2000 to May 13, 2005factForm ADV

Dated events

No dated event names this entity yet.