Scott Berry

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-01-19
TX	RA	APPROVED	2024-01-19
WA	RA	APPROVED	2024-01-19

OR RA
APPROVED

Since 2024-01-19
TX RA
APPROVED

Since 2024-01-19
WA RA
APPROVED

Since 2024-01-19

Branch Locations

5200 Meadows Road Suite 150 , Lake Oswego, OR 97035 • United States

222 Ne Everett St Suite 209, Camas, WA 98607 • 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
Foresters Advisory Services Llc	Beaverton	OR	04/2015	01/2019
Foresters Financial	Beaverton	OR	08/2015	07/2017
Trillium Family Services Foundation	Portland	OR	12/2016	Present
Foresters Financial Services	Beaverton	OR	07/2017	01/2019
Woodbury Financial Services Inc	Portland	OR	01/2019	01/2024
Osaic Wealth, Inc.	Vancouver	WA	01/2024	Present

04/2015 → 01/2019

Foresters Advisory Services Llc

Beaverton, OR
08/2015 → 07/2017

Foresters Financial

Beaverton, OR
12/2016 → Present

Trillium Family Services Foundation

Portland, OR
07/2017 → 01/2019

Foresters Financial Services

Beaverton, OR
01/2019 → 01/2024

Woodbury Financial Services Inc

Portland, OR
01/2024 → Present

Osaic Wealth, Inc.

Vancouver, WA

Previous Registrations

2019-01-25 → 2024-01-19

Woodbury Financial Services, Inc.

Portland, OR

Vancouver, WA
2015-04-28 → 2019-01-25

Foresters Advisory Services, Llc

Beaverton, OR

Other Businesses

1. RENTAL PROPERTY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2021 ADDRESS: 9216 N Gilbert Ave, Portland OR 97203, United States DESCRIPTION: Renting out our former primary residence. Using a property management company. 2. ABUNDANCE WEALTH ADVISORS POSITION: Financial Advisor NATURE: LLC, S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2020 ADDRESS: 222 NE Everett St, Suite 209, Camas WA 98607, United States DESCRIPTION: DBA for continuing comprehensive financial planning firm affiliated with Osaic Wealth, Inc. Personal holistic financial planning for individuals, families, small businesses and nonprofits. Offering investment management and insurance products. 3. TRILLIUM FAMILY SERVICES FOUNDATION POSITION: Trustee NATURE: Nonprofit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 3415 SE Powell Blvd, Portland OR 97202, United States DESCRIPTION: Conduct quarterly meetings, attend fundraising events and assist in activities relating to the mission of the organization. 4. TWIGA HOLDINGS LLC POSITION: Member NATURE: LLC created for our rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2021 ADDRESS: 9216 N Gilbert Ave, Portland OR 97203, United States DESCRIPTION: Renting out our former primary residence. Using a property management company.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-21
S63	Uniform Securities Agent State Law Examination	2011-11-16

S65 Uniform Investment Adviser Law Examination

2014-01-21
S63 Uniform Securities Agent State Law Examination

2011-11-16

Designations

View on SEC IAPD