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Investment Adviser Firm Summary

BERKSHIRE MONEY MANAGEMENT, INC. (CRD# 124873 / SEC# 801-61763)
Alternate Names: BERKSHIRE MONEY MANAGEMENT, INC.

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 01/29/2003
Massachusetts Terminated 01/13/2005

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 08/11/2004
California 08/11/2004
Colorado 07/08/2010
Connecticut 07/08/2010
Florida 08/12/2004
Georgia 02/25/2010
Illinois 08/18/2004
Louisiana 08/11/2004
Maine 02/03/2017
Maryland 02/24/2009
Massachusetts 01/29/2003
Michigan 11/03/2003
Missouri 01/14/2014
Nebraska 02/08/2006
Nevada 01/28/2011
New Hampshire 02/08/2006
New Jersey 11/10/2003
New York 11/03/2003
North Carolina 11/03/2003
Ohio 03/23/2004
Oregon 01/14/2014
Pennsylvania 03/23/2004
South Carolina 03/23/2004
Tennessee 05/20/2008
Texas 03/23/2004
Utah 11/25/2008
Vermont 02/08/2006
Virginia 11/02/2012
Washington 01/21/2016

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser