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Berry Shotah Burkhart

Wealth Watch Advisors, Inc

San Antonio, TX

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Current Employers
Wealth Watch Advisors, Inc

S Valley Hwy 8310, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-17
  • TX RA
    APPROVED
    Since 2019-09-17

Branch Locations

17422 Oconnor Rd, San Antonio, TX 78247 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Burkhart, Peterson & Company. Pllc San Antonio TX 10/2001 Present
Bpc Insurance Agency, Llc San Antonio TX 07/2012 Present
Burkhart Peterson Investment Advisory, Pllc San Antonio TX 09/2017 09/2019
Wealth Watch Advisors Englewood CO 09/2019 Present
  • 10/2001 → Present
    Burkhart, Peterson & Company. Pllc
    San Antonio, TX
  • 07/2012 → Present
    Bpc Insurance Agency, Llc
    San Antonio, TX
  • 09/2017 → 09/2019
    Burkhart Peterson Investment Advisory, Pllc
    San Antonio, TX
  • 09/2019 → Present
    Wealth Watch Advisors
    Englewood, CO
Previous Registrations
Other Businesses

BURKHART,PETERSON & COMPANY, PLLC~'NIR'~17422 O'CONNOR ROAD~ ~SAN ANTONIO~TX~78247~TAX PREPARATION/ACCOUNTING~PRESIDENT~10/2001~120HRS~8HRS~OWNER AND CPA OF TAX PRACTICE BPC INSURANCE AGENCY, LLC-17422 O'CONNOR ROAD-SAN ANTONIO-TX-78247-INSURANCE AGENCY-PART OWNER & INSURANCE AGENT-10/2015-2 HRS PER WEEK BPC REAL ESTATE OF TEXAS, LLC-17422 O'CONNOR ROAD-SAN ANTONIO-TX-78247-PART OWNER-11/2011-2 HRS PER WEEK-REAL ESTATE OWNERSHIP & RENTAL ACTIVITIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-18
  • S65 Uniform Investment Adviser Law Examination
    2015-12-18

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