Shane R. Berliner

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Olive Garden	Wentzville	MO	06/2017	01/2018
Lion's Choice	Troy	MO	01/2018	07/2018
University Of Missouri State	Springfield	MO	01/2019	05/2019
St. Louis Staffing Company	Earth City	MO	06/2019	08/2019
Rally House	Columbia	MO	10/2019	05/2021
Fidelity Investments	Greenwood Village	CO	06/2021	08/2021
Mortgage Research Company/Veterans United Home Loans	Columbia	MO	08/2021	07/2022
Fidelity Investments	Greenwood Village	CO	08/2022	Present
Unemployed/Student	N/A	MO	06/2012	06/2017
Unemployed	Troy	MO	08/2018	01/2019
Univeristy Of Missouri	Columbia	MO	08/2019	05/2022
University Of Missouri State	Springfield	MO	08/2018	05/2019
Doordash	Columbia	MO	06/2020	08/2022
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 01/2018

Olive Garden

Wentzville, MO
01/2018 → 07/2018

Lion's Choice

Troy, MO
01/2019 → 05/2019

University Of Missouri State

Springfield, MO
06/2019 → 08/2019

St. Louis Staffing Company

Earth City, MO
10/2019 → 05/2021

Rally House

Columbia, MO
06/2021 → 08/2021

Fidelity Investments

Greenwood Village, CO
08/2021 → 07/2022

Mortgage Research Company/Veterans United Home Loans

Columbia, MO
08/2022 → Present

Fidelity Investments

Greenwood Village, CO
06/2012 → 06/2017

Unemployed/Student

N/A, MO
08/2018 → 01/2019

Unemployed

Troy, MO
08/2019 → 05/2022

Univeristy Of Missouri

Columbia, MO
08/2018 → 05/2019

University Of Missouri State

Springfield, MO
06/2020 → 08/2022

Doordash

Columbia, MO
03/2025 → Present

Fidelity Investments

Boston, MA

2024-01-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-20
S63	Uniform Securities Agent State Law Examination	2023-01-23

Other Firms