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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-03-25 |
| MI | RA | APPROVED | 2016-11-04 |
Branch Locations
40950 Woodward Ave. Ste 200 [Satellite], Bloomfield Hills , MI 48304 • United States
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Bloomfield | MI | 10/2012 | 11/2016 |
| Wells Fargo Advisors Financial Network, Llc | Bloomfield Hills | MI | 11/2016 | 04/2019 |
| Wells Fargo Advisors Financial Network, Llc | Bloomfield Hills | MI | 04/2019 | Present |
BERGER INVESTMENT HOLDINGS LLC, INV RELATED, WEST BLOOMFIELD, MI, 90% OWNERSHIP, START 12/15/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING WFAFN PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-11 |
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