Eric Berlin

Current Employers

Edgewood Wealth Management

Bend, OR • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2026-04-23

OR RA
APPROVED

Since 2026-04-23

Branch Locations

Bend, OR • 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
Edgewood Wealth Management Llc	Bend	OR	02/2026	Present
Aj Gallagher/Pius	Bend	OR	02/2022	Present
First Interstate Bank	Bend	OR	08/2020	02/2022
Unemployed	Bend	OR	09/2019	08/2020
No Street Capital/Harvest Capital Strategies	San Fransisco	CA	08/2017	08/2019
East West Bank	San Fransisco	CA	10/2014	06/2017
Berlin Commercial Advisors Llc,	Bend	OR	09/2024	Present

02/2026 → Present

Edgewood Wealth Management Llc

Bend, OR
02/2022 → Present

Aj Gallagher/Pius

Bend, OR
08/2020 → 02/2022

First Interstate Bank

Bend, OR
09/2019 → 08/2020

Unemployed

Bend, OR
08/2017 → 08/2019

No Street Capital/Harvest Capital Strategies

San Fransisco, CA
10/2014 → 06/2017

East West Bank

San Fransisco, CA
09/2024 → Present

Berlin Commercial Advisors Llc,

Bend, OR

Other Businesses

1. AJ Gallagher/PIUS; non-investment related; 64517 Joe Neil Rd. Bend, OR 97701; Insurance Broker; Managing Director; 02/2022; 80 hrs./mo; lend money to technology companies. 2. Berlin Commercial Advisors, LLC; non-investment related; 64517 Joe Neil Rd. Bend, OR 97701; Owner and Real Estate Broker; 09/2024 15 hrs./mo; provides real estate brokerage and advisory services, including assisting clients with the purchase, sale, and leasing of commercial and residential real estate properties.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-29

S65 Uniform Investment Adviser Law Examination

2026-01-29