Carlo Berti

Current Employers

Employment History

• 04/2019 → 07/2019
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 03/2019
  Unemployed
  Woodinville, WA
• 05/2018 → 11/2018
  Parental Caregiver
  Bologna
• 07/2019 → 03/2020
  Unemployed
  Woodinville, WA
• 08/2024 → 03/2025
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 06/2024 → 03/2025
  Wfgia
  Bellevue, WA
• 05/2024 → Present
  Doordash,Inc
  San Francisco, CA
• 06/2023 → 05/2024
  Self Employed
  Edmonds, WA
• 04/2023 → 06/2023
  Sogno Toscano
  Tempe, AZ
• 08/2021 → 04/2023
  Self Employed
  Edmonds, WA
• 12/2020 → 08/2021
  Self Employed
  Woodinville, WA
• 09/2020 → 12/2020
  Bank Of America, N.A.
  New York, NY
• 03/2020 → 12/2020
  Merrill Lynch
  Bellevue, WA
• 02/2018 → 05/2018
  Unemployed
  Woodinville, WA
• 02/2015 → 02/2018
  Parental Caregiver
  Bologna
• 05/2024 → Present
  Uber Eats
  San Francisco, CA
• 05/2024 → Present
  Maplebear Inc, Instacart
  San Francisco, CA
• 03/2025 → Present
  Lpl Enterprise Lcc
  Mercer Island, WA

Previous Registrations

• 2024-12-19 → 2025-03-05
  Transamerica Financial Advisors, Llc
  Bellevue, WA
• 2020-09-18 → 2020-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
  New York, NY

Other Businesses

1. 03/12/2025 - Doordash,INC - Other - Non Inv Related - San Francisco, CA - Start Date 05/12/2024 - 80hrs/MTH 2. 03/12/2025 - Uber - Other - Non Inv Related - San Francisco, CA - Start Date 05/16/2024 - 10hrs/MTH 3. 03/12/2025 - MAPLEBEAR INC, DBA INSTACART - Other - Non Inv Related - San Francisco, CA - Start Date 05/20/2024 - 10hrs/MTH 4. 03/12/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Oak Harbor, WA - Start Date 03/12/2025 - 160hrs/MTH 5. 03/12/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Oak Harbor, WA - Start Date 03/12/2025 - 160hrs/MTH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19