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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bolt International | Scottsdale | AZ | 01/1996 | Present |
| Purple Mountain Investment Advisors Llc | Scottsdale | AZ | 02/2016 | Present |
| Medpredict Market Research | Scottsdale | AZ | 05/2005 | 12/2017 |
Jeffrey David Berk is CEO and major stockholder in BOLT International Inc. The company provides proprietary consulting advice to Pharma/Biotech firms (e.g., Novartis, GlaxoSmithKline, other global and smaller firms). Mr. Berk receives a salary from BOLT and derive pass through income from this S corp. Clients will not be offered any products or services from Mr. Berks's outside business activities. Jeffrey David Berk is CEO and Major stockholder in MedPredict Market Research LLC. This company produces primary research that is sold directly to Pharma/Biotech companies, or sold under the BOLT International brand to these companies. Clients will not be offered any products or services from Mr. Berks's outside business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-05 |
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