BERGER JAY BRANT appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BERGER JAY BRANT appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | INDEPENDENT WEALTH MANAGEMENT, LLC | MEMBER | TRAVERSE CITY, MI |
| — | Form ADV | INTEGRATED WEALTH MANAGEMENT | MEMBER AND CHIEF COMPLIANCE OFFICER | TRAVERSE CITY, MI |