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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluestone Life Insurance Co | Burlington | VT | 06/2016 | 10/2016 |
| New York Life Insurance Co. | Colchester | VT | 12/2016 | 08/2019 |
| Nylife Securities Llc | Colchester | VT | 06/2017 | 08/2019 |
| Red Square | Burlington | VT | 08/2015 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2019 | 07/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 07/2020 |
| Berger Financial Group, Inc. | Plymouth | MN | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-20 |
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