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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-14 |
| VT | RA | APPROVED | 2020-07-31 |
Branch Locations
110 Kimball Avenue Suite 240, South Burlington, VT 05403 • United States
1695 State Hwy 169 N, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2010 | 07/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2010 | 07/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 05/2023 |
| Berger Financial Group, Inc. Dba Bell Wealth Management | Burlington | VT | 07/2020 | Present |
1) Fixed Insurance. Non-Investment Related. 110 Kimball Ave, Suite 240, South Burlington, VT 05403. Life Insurance, Long Term Care. Broker. Start 6/2010. 2hrs/mo, all during trading hours. Review and purchase life or long term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-05 |
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