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Advisor at BFC PLANNING, INC.
Independence, IA | 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 16, 2025 | n/a | yes | CEDAR RAPIDS, IA|Independence, IA | Current employment |
| NATIONS FINANCIAL GROUP, INC. | Independent wealth | Feb 6, 2024 | Dec 12, 2025 | no | CEDAR RAPIDS, IA | Previous registration |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jul 2, 2020 | Dec 22, 2020 | no | INDEPENDENCE, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONS FINANCIAL GROUP, INC. | BFC PLANNING, INC. | Dec 12, 2025 | Dec 16, 2025 | 4 | Firm change | RIA to ibd |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | NATIONS FINANCIAL GROUP, INC. | Dec 22, 2020 | Feb 6, 2024 | 1,141 | Firm change after gap | RIA to RIA |