Sarah N Berg

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-30
WI	RA	APPROVED	2025-07-28

TX RA
APPROVED

Since 2025-07-30
WI RA
APPROVED

Since 2025-07-28

Branch Locations

325 Vine Street, Hudson, WI 54016 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	05/2025	Present
Starbucks	Stillwater	MN	08/2005	05/2025
H&R Block	Hudson	WI	11/2024	05/2025

05/2025 → Present

Edward Jones

St. Louis, MO
08/2005 → 05/2025

Starbucks

Stillwater, MN
11/2024 → 05/2025

H&R Block

Hudson, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-25

S66 Uniform Combined State Law Examination

2025-07-25

View on SEC IAPD

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Other Investors

JAMIE MICHAEL GRUPE

CHANTEL RAE LUKE

Marietta Lucile Payne

Thomas Gregory Karlen

COURTNEY NICOLE DOERFLER

Zachary James Huppert

CHRISTOPHER ALAN SWANSON

Nicole E Andrews

Other Offices

KESTRA ADVISORY SERVICES, LLC · Hudson, WI

KESTRA ADVISORY SERVICES, LLC · Hudson, WI

LPL FINANCIAL LLC · HUDSON, WI

LPL FINANCIAL LLC · HUDSON, WI

GREAT VALLEY ADVISOR GROUP, LLC · Hudson, WI

ALPHASTAR CAPITAL MANAGEMENT · Hudson, WI

THRIVENT INVESTMENT MANAGEMENT INC. · Hudson, WI

ALPHASTAR CAPITAL MANAGEMENT · Hudson, WI

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