Albert Aaron Berg

Current Employers

Employment History

• 08/2016 → 02/2017
  Southeast Investments, N.C. Inc.
  Charlotte, NC
• 10/2016 → 05/2017
  Southeast Investments, N.C. Inc.
  Greenville, SC
• 02/2017 → 05/2017
  Palmetto Premier Advisors
  Greenville, SC
• 06/2017 → 10/2017
  Pnc Investments, Llc
  Charlotte, NC
• 10/2017 → 09/2021
  Kestra Investment Services, Llc
  Greenville, SC
• 09/2021 → 11/2024
  Belpointe Asset Management, Llc
  Reno, NV
• 09/2021 → 10/2022
  D.H. Hill Securities, Lllp
  Kingwood, TX
• 06/2023 → 11/2024
  Metric Financial Llc.
  Atlanta, GA
• 11/2024 → Present
  Fortis Capital Advisors Llc
  Prairie Villiage, KS
• 11/2024 → 11/2024
  Great Point Capital, Llc
  Chicago, IL
• 12/2024 → Present
  Green Vista Capital, Llc
  Winter Park, FL

Previous Registrations

• 2021-09-22 → 2024-11-06
  Belpointe Asset Management Llc
  Reno, NV
  Greenville, SC
  Greenville, SC
• 2017-10-25 → 2021-09-23
  Kestra Advisory Services, Llc
  Greenville, SC
  Austin, TX
• 2017-06-20 → 2017-10-10
  Pnc Wealth Management Llc
  Charlotte, NC
• 2017-02-08 → 2017-06-01
  Palmetto Premier Advisors, Llc
  Greenville, SC
• 2015-12-08 → 2016-02-29
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Greenville, SC

Other Businesses

1) Business: Rental Income, Not Investment Related, Address: 311 WAYCROSS LANESIMPSONVILLE South Carolina 29681, Nature of Business: Real Estate Position, Title or Relationship: Lessor Start Date: 6/9/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pay HOA dues to manage the property, maintain working order of the appliances. 2) Fixed Insurance Sales, Investment related, 201 Riverplace, Suite 501, Greenville, SC 29601, Insurance sales, 10 hours per month during trading hours. 3) Albert Berg is an investment adviser representative at Fortis Capital Advisors LLC d/b/a as Horizon Private Wealth where he is a founder and managing partner. The address of Horizon Private Wealth is 201 Riverplace, Suite 500, Greenville, SC 29601. The start date is Nov 1st, 2024. His duties are senior advisor, and he spends 160 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is investment related. 4) The Fairfield Trust; Investment related; 511 Dallas Rd. Greenville, SC 29607, Family Trustee, Trustee, Start Date 01/2015; 1 hour per month during trading hours. 5) Business Consulting Service - Exit Planning; Investment related; 201 Riverplace, Suite 500, Greenville, SC 29601; Business Value Acceleration and Exit Planning; Exit Planning; Start Date 11/2024; 20 hours a month; 20 hours per month during trading hours. 6) Hultquist Advisory Group LLC, 164 Milestone Way Suite 100, Greenville SC 29615, Joint Venture for referral fees for CPA business, Manager, Start 03/2026, 20 hours a month; 20 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-07
• S63 Uniform Securities Agent State Law Examination
  2009-03-25

Other Names

• Aaron Berg
• Aaron Berg
• Albert Berg