Thomas James Berkholtz is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with ANNEX ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ANNEX ADVISORY SERVICES, LLC | 2020-09-23 | present | Yes |
| KALOS MANAGEMENT | 2019-12-16 | 2020-10-02 | — |