Aimee Cristine Berkemeier

Current Employers

Employment History

• 01/1995 → Present
  Jeffrey Berkemeier & Herman A Berkemeier Ptrs
  Pavilion, NY
• 06/2006 → 12/2017
  Schmidt & Volk, Cpas, Pc
  Perry, NY
• 12/2017 → 12/2018
  Robert W Schmidt Cpa
  Perry, NY
• 01/2019 → Present
  Allied Cpas Pc
  Perry, NY
• 11/2021 → 06/2024
  Securities America, Inc
  Perry, NY
• 01/2022 → 06/2024
  Securities America Advisors
  Perry, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Perry, NY

Previous Registrations

• 2022-01-05 → 2024-06-14
  Securities America Advisors, Inc.
  Perry, NY

Other Businesses

1. ALLIED FINANCIAL SERVICES INC POSITION: Solicitor NATURE: Registered investment advisor, solicitor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/10/2022 ADDRESS: 199 S Main St, Perry NY 14530 DESCRIPTION: Investment advisory services. 2. GENESEE COUNTY YOUNGLIFE POSITION: Financial oversight NATURE: Oversee financial reporting for Genesee County Young Life - a local chapter of the national Young Life organization. I don't handle money or have access to it, I merely take information provided and compile it into reports on a monthly basis. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: PO Box 614, Bergen NY 14416 DESCRIPTION: Compile financial information provided to me into monthly reports for the whole committee. I don't have access to or handle any of the finances involved. 3. ALLIED CPAS, PC POSITION: Director NATURE: CPA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2019 ADDRESS: 199 S Main St, Perry NY 14591 DESCRIPTION: Prepare & review tax returns, manage all aspects of tax preparation processes & procedures, tax related consulting, employee training

Exams

• S66 Uniform Combined State Law Examination
  2021-12-28