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Orford, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-01 |
| FL | RA | APPROVED | 2025-04-18 |
| NH | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2025-02-04 |
Branch Locations
Palm Beach Gardens, FL • United States
Orford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark J Burger P.A. D/B/A Mark J Burger Cpa | Orford | NH | 05/1995 | Present |
| Guidepoint Peo Llc | Palm Beach Gardens | FL | 08/2023 | Present |
Mark J. Burger CPA, the principal officer of the company, is also the sole owner of Mark J. Burger PA, a Florida Corporation organized in May of 1995. Mark Provides tax and advisory services to his clients. He spends approximately 60% of his time to that company. The business is not in the investment related industry. Mark J. Burger, PA has offices at 4440 PGA Boulevard, Suite 600, Palm Beach gardens, FL 33410 and 33 Blackberry Hill Road, Orford, NH 03777. Mark J. Burger is the managing member and 33.33% owner of GuidePoint PEO, LLC is an AI First organization focuses on web based affiliated marketing for Professional Employer Organization. The company was organized in August 2023. BWS will contract with GuidePoint PEO LLC to manage and support the organization website and online activities. We believe this is to our client's benefit as it helps to create better lines of communication and does not represent a material conflict of interest. Mark spends approximately 20% of his time to that company. GuidePoint PEL LLC has offices at 4440 PGA Boulevard, Suite 600, Palm Beach gardens, FL 33410.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
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