J Robert Berry

Current Employers

Berry Advisors Group, Llc

Doylestown, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-11-24

PA RA
APPROVED

Since 2020-11-24

Branch Locations

Doylestown, PA • 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
Lincoln Financial Securities Corporation	Doylestown	PA	07/2008	11/2020
Berry Advisors Group, Llc	Doylestown	PA	11/2020	Present

07/2008 → 11/2020

Lincoln Financial Securities Corporation

Doylestown, PA
11/2020 → Present

Berry Advisors Group, Llc

Doylestown, PA

Previous Registrations

2012-05-01 → 2020-11-30

Osaic Fs, Inc.

Doylestown, PA

Other Businesses

1)J. ROBERT BERRY, 3 GREENWAY DRIVE , DOYLESTOWN, PA 18901 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 8-1-85 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-06-05

S63 Uniform Securities Agent State Law Examination

1996-06-05

View on SEC IAPD