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Inactive

John Chrisom Berry

Cw Advisors, LLC

Boston, MA

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Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-10-21
  • MA RA
    APPROVED
    Since 2020-10-21

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Congress Wealth Management Llc Boston MA 03/2016 09/2020
Congress Wealth Management, Llc Boston MA 09/2020 Present
  • 03/2016 → 09/2020
    Congress Wealth Management Llc
    Boston, MA
  • 09/2020 → Present
    Congress Wealth Management, Llc
    Boston, MA
Previous Registrations
  • 2016-06-07 → 2020-12-02
    Congress Wealth Management Llc
    Boston, MA
  • 2015-06-01 → 2016-04-04
    Charles Schwab & Co., Inc.
    Hingham, MA
    Hingham, MA
    Boston, MA
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-21
S63 Uniform Securities Agent State Law Examination 2012-12-27
  • S66 Uniform Combined State Law Examination
    2015-05-21
  • S63 Uniform Securities Agent State Law Examination
    2012-12-27

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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