Chad Herbert Berry

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-06
CT	RA	APPROVED	2025-02-28

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New London	CT	07/2018	05/2022
Beacon Brand Solutions	Boston	MA	03/2018	07/2018
Jmk Construction Llc	Waterford	CT	05/2016	07/2018
Miller's Pond Company	Waterford	CT	10/2015	07/2018
Brown University	Providence	RI	09/2012	05/2018
Ups	Old Lyme	CT	11/2016	12/2016
Bank Of America, N.A.	New London	CT	09/2018	11/2022
Fidelity Investments	New Haven	CT	12/2022	02/2025
Janney Montgomery Scot Llc	Westbrook	CT	02/2025	Present

07/2018 → 05/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New London, CT
03/2018 → 07/2018

Beacon Brand Solutions

Boston, MA
05/2016 → 07/2018

Jmk Construction Llc

Waterford, CT
10/2015 → 07/2018

Miller's Pond Company

Waterford, CT
09/2012 → 05/2018

Brown University

Providence, RI
11/2016 → 12/2016

Ups

Old Lyme, CT
09/2018 → 11/2022

Bank Of America, N.A.

New London, CT
12/2022 → 02/2025

Fidelity Investments

New Haven, CT
02/2025 → Present

Janney Montgomery Scot Llc

Westbrook, CT

2023-04-07 → 2025-01-29

Fidelity Personal And Workplace Advisors

New Haven, CT
2018-11-12 → 2022-05-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mystic, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-09

Other Firms