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Inactive

Erick Donald Von Berge

Cerity Partners Retirement Plan Consultants

San Diego, CA

New York, NY

Cerity Partners LLC

San Deigo, CA

New York, NY

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Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-03
  • CA RA
    APPROVED
    Since 2025-07-03

Branch Locations

600 West Broadway Suite 2625, San Diego, CA 92101 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
TX RA APPROVED 2025-07-01
  • CA RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

600 W Broadway, San Deigo, CA 92101 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc San Diego CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc San Diego CA 11/2016 05/2018
Laurel Wealth Advisors Solana Beach CA 05/2018 04/2021
Von Berge Wealth Management Group, Llc San Diego CA 04/2021 06/2025
Cerity Partners Llc New York NY 07/2025 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    San Diego, CA
  • 11/2016 → 05/2018
    Wells Fargo Clearing Services, Llc
    San Diego, CA
  • 05/2018 → 04/2021
    Laurel Wealth Advisors
    Solana Beach, CA
  • 04/2021 → 06/2025
    Von Berge Wealth Management Group, Llc
    San Diego, CA
  • 07/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2021-04-01 → 2025-08-05
    Von Berge Wealth Management Group, Llc
    San Diego, CA
  • 2021-01-13 → 2021-05-04
    Laurel Wealth Advisors, Inc.
    San Diego, CA
    Solana Beach, CA
  • 2018-05-29 → 2020-12-31
    Laurel Wealth Advisors, Inc.
    San Diego, CA
    Solana Beach, CA
  • 2003-07-01 → 2018-05-09
    Wells Fargo Clearing Services, Llc
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2001-01-12 → 2003-07-01
    Prudential Equity Group, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-20
S63 Uniform Securities Agent State Law Examination 1992-01-09
  • S65 Uniform Investment Adviser Law Examination
    2019-05-20
  • S63 Uniform Securities Agent State Law Examination
    1992-01-09
Other Names
  • Erick Donald Vonberge

View on SEC IAPD

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