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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-05-06 |
Branch Locations
110 Kimball Avenue Suite 240, Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Portland | OR | 06/2020 | 08/2021 |
| Chapman Construction/Design | Newton | MA | 02/2014 | 10/2016 |
| Extended Travel | Wellesley | MA | 11/2016 | 12/2016 |
| Jackson Hole Mountain Resort | Teton Village | WY | 01/2017 | 03/2018 |
| Extended Travel | Jackson | WY | 04/2018 | 08/2018 |
| Portland State University | Portland | OR | 09/2018 | 06/2020 |
| Beneficial State Foundation | Portland | OR | 06/2019 | 08/2019 |
| Liberty Burger | Jackson | WY | 12/2016 | 03/2018 |
| Lpl Financial, Llc | Burlington | VT | 09/2021 | 04/2022 |
| N B T Bank, N. A. | Burlington | VT | 09/2021 | 04/2022 |
| Berger Financial Group | Plymouth | MN | 05/2022 | Present |
1. 09/20/2021 - NBT INVESTMENT SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ BURLINGTON, VT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-27 |
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