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Angela Marie Berry

Osaic Wealth, Inc.

Columbus, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-19
OH RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-01-19
  • OH RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

132 B Northwoods Blvd, Columbus, OH 43235 • 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
OrganizationCityStateFromTo
Vantage Financial Group, Inc Cleveland OH 11/2012 11/2022
Cetera Advisor Networks Llc El Segundo CA 09/2013 11/2022
Wealth Management Solutions, Llc Columbus OH 11/2005 Present
Ftk, Holdings, Llc Columbus OH 05/2018 Present
Woodbury Financial Services Inc Columbus OH 11/2022 01/2024
Osaic Wealth, Inc. Columbus OH 01/2024 Present
  • 11/2012 → 11/2022
    Cleveland, OH
  • 09/2013 → 11/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2005 → Present
    Wealth Management Solutions, Llc
    Columbus, OH
  • 05/2018 → Present
    Ftk, Holdings, Llc
    Columbus, OH
  • 11/2022 → 01/2024
    Woodbury Financial Services Inc
    Columbus, OH
  • 01/2024 → Present
    Columbus, OH
Previous Registrations
  • 2022-11-16 → 2024-01-19
    Woodbury Financial Services, Inc.
    Columbus, OH
  • 2012-11-09 → 2022-11-28
    Cleveland, OH
    Columbus, OH
  • 2013-09-03 → 2014-12-31
    Cetera Wealth Services, Llc
    Columbus, OH
    Cleveland, OH
  • 2012-11-07 → 2013-09-03
    Walnut Street Securities, Inc.
    Cleveland, OH
    Westerville, OH
  • 2005-11-22 → 2012-11-09
    Woodbury Financial Services, Inc.
    Westerville, OH
    Westerville, OH
  • 2003-06-06 → 2005-11-23
    Osaic Fa, Inc.
    Columbus, OH
Other Businesses

1. INDEPENDENT REP DBA WEALTH MANAGEMENT SOLUTIONS, LLC SAME AS REGISTERED LOCATION; DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FOR 3HRS/WEEK AND 2HRS/EVENING WEEKENDS SINCE 5/2003. 2.WEALTH MANAGEMENT SOLUTIONS, LLC, MEMBER, CHIEF OPERATING OFFICER, OVERSEE OVERALL OFFICE OPERATIONS AND PROVIDE SUPERVISORY SUPPORT TO ADMINISTRATIVE STAFF, SAME AS REGISTERED LOCATION; 43081 FOR 1HRS/WEEK 1HR/EVENING WEEKENDS SINCE 11/2005. 3.NAME OF OTHER BUSINESS: FTK, HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE HOLDING, START DATE: 5/2018, APX NUMBER OF HOURS PER WEEK: .5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, POSITION/TITLE/RELATIONSHIP: COO & MEMBER, BRIEF DESCRIPTION OF DUTIES: GENERAL OVERSIGHT OF PARTNERSHIP, 4. FTK HOLDINGS, LLC POSITION: Owner, COO NATURE: Real Estate Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2020 ADDRESS: 3295 Autumn Applause Drive, Lewis Center OH 43035, United States DESCRIPTION: Book-keeping for real estate holdings 5. WEALTH MANAGEMENT SOLUTIONS, LLC - INSURANCE POSITION: COO, Co-Owner, Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2005 ADDRESS: 132 B NORTHWOODS BLVD, Columbus OH 43235, United States DESCRIPTION: Chief Operating Officer, Co-Owner; oversees overall office operations and finances and supervisory support to administrative team.Fixed insurance product sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-10
S63 Uniform Securities Agent State Law Examination 2000-04-13
  • S65 Uniform Investment Adviser Law Examination
    2016-06-10
  • S63 Uniform Securities Agent State Law Examination
    2000-04-13
Designations

View on SEC IAPD

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