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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-02 |
| WA | RA | APPROVED | 2024-04-30 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 07/2015 | 07/2022 |
| Bank Of America, N.A. | Seattle | WA | 07/2015 | 07/2022 |
| E*Trade Securities Llc | Seattle | WA | 07/2022 | 08/2023 |
| E*Trade Capital Management Llc | Seattle | WA | 07/2022 | 08/2023 |
| Morgan Stanley | Kirkland | WA | 03/2023 | 08/2023 |
| Fidelity Investments | Bellevue | WA | 08/2023 | 04/2024 |
| Voya Financial Advisors | Seattle | WA | 04/2024 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: Seattle WA, United States DESCRIPTION: Owner of Rental Property CONNOR BERKERY POSITION: Independent Insurance Agent NATURE: fixed life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2025 ADDRESS: 21821 93rd ave w, edmonds WA 98020, United States DESCRIPTION: I want to sell myself a term life insurance policy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-20 |
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