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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
Lake Mills, WI • United States
600 N Barker Road, Brookfield, WI 53045-5982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Minneapolis | MN | 12/2015 | 06/2018 |
| Mml Investor Services, Llc | Minneapolis | MN | 02/2016 | 06/2018 |
| Fidelity Brokerage Services Llc | Brookfield | WI | 10/2018 | Present |
| Veritude - Fidelity Brokerage Services Llc | Brookfield | WI | 06/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131901|OrgNmn:Berger Hospitality LLC|Org Addr:Decorah,Iowa,US|OBA Nature:Short Term Rental|Invst Rel:Y|Title:Partner|Duties:Managing short term rental stays - primarily handled by my wife, co owner of the LLC, who is not currently working|StrtDt:07-31-26|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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