Michael Evan Berkley

Current Employers

Employment History

• 01/2015 → Present
  Tiaa
  Cambridge, MA
• 01/2015 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Cambridge, MA

Previous Registrations

• 2009-08-18 → 2014-11-21
  Oneamerica Securities, Inc.
  Indianapolis, IN
• 2007-04-20 → 2009-05-22
  U.S. Financial Advisors
  Wilmington, DE
• 2005-05-16 → 2006-04-03
  Signator Investors, Inc.
  Boston, MA

Other Businesses

(1) FINRA DISTRICT OFFICE; 99 HIGH STREET, SUITE 900, BOSTON, MA 02110; START DATE JUNE 2009; 0 - 5 HRS PER MONTH; DURING SECURITIES TRADING HOURS; ARBITRATOR; INDUSTRY ARBITRATOR THAT SITS ON A PANEL FOR DISPUTES BETWEEN FIRMS AND THE PUBLIC (2) NOTARY POSITION: Public Notary NATURE: Notarize papers for individuals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2020 ADDRESS: Home Address, Sharon MA 02067, United States DESCRIPTION: Notarizing documents (3) SHARON YOUTH BASEBALL AND SOFTBALL ASSOCIATION POSITION: Director NATURE: The Association is a non-profit corporation pursuant to Section 501(c)(3) of the Internal Revenue Code and is established to maintain an association of person interested in the Town of Sharon Youth Baseball and Softball Programs. The Sharon Youth Baseball and Softball Association is a program of service to youth. Its goal is to provide children with an enjoyable baseball and softball experience, which includes learning the basic skills of the games, teaching and instructing youth in the rules of the game, promoting teamwork, and developing skills necessary to play youth baseball and softball safely. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2024 ADDRESS: P.O. Box 181, Sharon MA 02067, United States DESCRIPTION: Board Member (4) SHARON HIGH SCHOOL ATHLETICS BOOSTERS POSITION: President NATURE: The Sharon High School Athletics Boosters is a registered 501(c)(3) charity organization of parents, faculty, and community volunteers, dedicated to the support and advocacy of the athletic programs at Sharon High School (SHS). We provide supplemental funding for the needs of coaches and players that the Athletic User Fee does not cover. Our fundraising is primarily a result of voluntary efforts and donations from family, friends of the program, and members of the community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2025 ADDRESS: 181 Pond Street, Sharon MA 02067, United States DESCRIPTION: Volunteer work and attend meetings

Exams

• S66 Uniform Combined State Law Examination
  2003-03-04