Eric Joseph Berner

Current Employers

Employment History

• 02/2007 → 07/2021
  Waddell & Reed, Inc
  Hendersonville, TN
• 12/2001 → 07/2021
  Self-Employed
  Hendersonville, TN
• 09/2007 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Hendersonville, TN
• 04/2007 → 08/2020
  Nashville Sounds Baseball
  Nashville, TN
• 01/2012 → 07/2021
  Mtshrm
  Antioch, TN
• 10/2014 → 08/2020
  Doing Good
  Nashville, TN
• 01/2016 → 07/2021
  Picking Nashville
  Hendersonville, TN
• 07/2016 → 07/2021
  Senior Services Network
  Hendersonville, TN
• 12/2017 → 02/2018
  Mtshrm
  Murfeesboro, TN
• 01/2018 → 07/2021
  Cwmg, Llc
  Nashville, TN
• 04/2018 → 07/2021
  White House Area Chamber Of Commerce
  White House, TN
• 06/2018 → 07/2021
  Exclusive Business Group
  Nashville, TN
• 05/2019 → 07/2021
  Napo Nashville
  Brentwood, TN
• 11/2020 → 07/2021
  Whiskey University
  Columbia, TN
• 07/2021 → Present
  Lpl Financial Llc
  Hendersonville, TN

Previous Registrations

• 2007-08-29 → 2021-07-21
  Waddell & Reed
  Nashville, TN
  Charleroi, PA
  Hendersonville, TN

Other Businesses

1)09/08/2021 - Rock Castle Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2021 2)09/08/2021 - CWMG. LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 09/2019 3)09/08/2021 - Whiskey University - Teaching bourbon tasting classes to the public - Non-Inv Rel - Columbia, TN - Start: 10/2020 - 6 Hr/Mth 4)09/08/2021 - Self Employed Actor - Hendersonville, TN - Non-Inv Rel - Hendersonville, TN - Start: 03/2008 5)09/08/2021 - Picking Nashville - Owner - Non-Inv Rel - Hendersonville, TN - Start: 01/2016 - 10 Hr/Mth 6)06/16/2022 - Associates of Clifton Park, Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 06/09/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading. 7) 01/09/2023 - Rock Castle Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/15/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 8) 12/23/2024- RBW Properties- Real Estate Rental- INV Related- At Hendersonville, TN- Start date 11/30/2024- 5 Hours Month- 5 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-08-27

Other Names

• Eric Berner