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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

CHRISTOPHER MICHAEL BERZON

Advisor at WELLS FARGO ADVISORS

FORT WORTH, TX

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Search this name across graphsid dfx:ria:29ef148c-93eb-ea67-5899-fec448a51c06

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 8, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 27, 1998
First registration: May 8, 2006
Dual registered: yes, broker-dealer
Other names: CHRISTOPHER BERZON|CHRIS BERZON
IAPD individual key: 3029346

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Sep 11, 2026	n/a	yes	FORT WORTH, TX	Current employment
MORGAN STANLEY	Wirehouse	Jun 5, 2020	Sep 11, 2026	no	Fort Worth, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Jun 9, 2020	no	FORT WORTH, TX\|GRAND PRAIRIE, TX\|ARLINGTON, TX\|GRAND PRAIRIE, TX\|ARLINGTON, TX\|GRAND PRAIRIE, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 8, 2006	Jan 3, 2011	no	BENBROOK, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|BENBROOK, TX\|FORT WORTH, TX\|BEDFORD, TX\|LAKE WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	WELLS FARGO ADVISORS	Sep 11, 2026	Sep 11, 2026	0	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	MORGAN STANLEY	Jun 9, 2020	Jun 5, 2020	-4	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (3)

→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jun 9, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 5, 2020 to Sep 11, 2026factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 8, 2006 to Jan 3, 2011factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Christopher Michael Berzon left Morgan Stanley for Wells Fargo Advisors (registered 2026-09-11)
Form ADVobserved 6 days ago