James Harvey Berry

Current Employers

Employment History

• 08/2012 → Present
  Berry Finacial & Insurance Solutions
  Colverdale, CA
• 08/2013 → 04/2019
  Brandt Insurance
  Healdsburg, CA
• 09/2013 → 05/2026
  The Leaders Group Inc
  Littleton, CO
• 08/2014 → 05/2026
  Tlg Advisors Inc
  Littleton, CO
• 05/2026 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 05/2026 → Present
  Sigma Planning Corporation
  Ann Arbor, MI

Previous Registrations

• 2014-08-20 → 2026-05-11
  Tlg Advisors, Inc.
  Healdsburg, CA
  Summit, NJ
  Cloverdale, CA

Other Businesses

1. BERRY FINANCIAL & INSURANCE SOLUTIONS - 10/16/2007 - 124 Broad Street, Cloverdale, CA 95425 - Owner/Broker, Insurance sales, employee benefit consulting and service, insurance brokering and employee benefits consulting to individuals and employer groups. Approx. 20 hrs/mo. INV REL: Y 2. Assistant coach - Cloverdale Little League, Cloverdale, CA. Seasonal volunteer tee-ball coach for youth. Start date: 5/8/26, approx. 16 hrs/mo, none during mkt hrs. INV REL: N 3. Cloverdale Wrestling Club, Cloverdale, CA. Seasonal wrestling coach for youth. Volunteer position. Start date: 5/8/26, approx. 16 hrs/mo, none during mkt hrs. INV REL: N 4. Sit on Board of Governors for Alexander Valley Healthcare, a non-profit Federally Qualified Health Center, Cloverdale, CA. Help support mission of the organization, development and provide resources to the Board of Directors and leadership. Start date: 3/26/26 for a 3-yr term. Approx. 5 hrs/mo, none during mkt hrs. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-09
• S63 Uniform Securities Agent State Law Examination
  2008-03-15