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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-08-29 |
Branch Locations
15 Monument Square Suite 3E, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Asset Group, Llc | Portland | ME | 05/2021 | Present |
| Charleston Sailing School | Charleston | SC | 09/2017 | 05/2021 |
| Student | Charleston | SC | 12/2011 | 09/2017 |
| Berger Financial Group | Plymouth | MN | 08/2023 | Present |
Investment Adviser Representative, Harvest Asset Group, LLC, May 2021 to Present, Not full time during trading hours, investment related, transitioning to Berger Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
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