TJ
Thomas James Berkholtz
CRD 6818915
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Annex Advisory Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗