# ALBERT PINGREE HERZOG

ALBERT PINGREE HERZOG is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-01-02 | present | Yes |
| [401K GPS](https://search.stillhousedata.com/firm/169877) | 2013-12-03 | 2017-11-16 | — |
| [401(K) GPS, INC.](https://search.stillhousedata.com/firm/158948) | 2011-10-05 | 2013-12-24 | — |
| [EXECUTIVE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140736) | 2009-07-15 | 2025-03-14 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2009-04-07 | 2017-06-02 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2008-04-15 | 2009-04-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1187236)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1187236.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.