Julia Christine Bergh

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-11
RI	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
Massachusetts Army National Guard	Methuen	MA	02/2021	05/2022
Unemployed	Attleboro	MA	07/2020	01/2021
Baystate Financial Services, Inc.	Boston	MA	07/2019	06/2020
Smart About Money, University Of Massachusetts Amherst	Amherst	MA	08/2018	06/2019
Crossroads Massachusetts	Duxbury	MA	08/2018	08/2018
Smart About Money, University Of Massachusetts Amherst	Amherst	MA	09/2017	07/2018
Morin's Diners, Inc.	Attleboro	MA	07/2017	01/2018
Residential Life, University Of Massachusetts Amherst	Amherst	MA	01/2017	06/2017
Smart About Money, University Of Massachusetts	Amherst	MA	09/2016	06/2017
Fidelity Investments	Littleton	MA	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2021 → 05/2022

Massachusetts Army National Guard

Methuen, MA
07/2020 → 01/2021

Unemployed

Attleboro, MA
07/2019 → 06/2020

Baystate Financial Services, Inc.

Boston, MA
08/2018 → 06/2019

Smart About Money, University Of Massachusetts Amherst

Amherst, MA
08/2018 → 08/2018

Crossroads Massachusetts

Duxbury, MA
09/2017 → 07/2018

Smart About Money, University Of Massachusetts Amherst

Amherst, MA
07/2017 → 01/2018

Morin's Diners, Inc.

Attleboro, MA
01/2017 → 06/2017

Residential Life, University Of Massachusetts Amherst

Amherst, MA
09/2016 → 06/2017

Smart About Money, University Of Massachusetts

Amherst, MA
05/2022 → Present

Fidelity Investments

Littleton, MA
03/2025 → Present

Fidelity Investments

Boston, MA

2023-08-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Providence, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-03