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Christopher Lynn Berry

Go Wealth Management

Elmira, OR

Eugene, OR

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Current Employers
Go Wealth Management

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-05-30
  • OR RA
    APPROVED
    Since 2023-05-30

Branch Locations

Elmira, OR • United States

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • 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
Principle Accounting Pc Eugene OR 09/2012 Present
Star Meat Company, Inc. Eugene OR 02/2019 Present
Apleberry Ventures, Llc Elmira OR 02/2019 Present
Avantax Investment Services Inc. Eugene OR 07/2022 05/2023
Avantax Advisory Services Eugene OR 07/2022 05/2023
3-Star Rentroll, Llc Eugene OR 02/2019 Present
Four Star Meat Company, Inc. Eugene OR 02/2019 05/2023
Go Wealth Management Eurgene OR 05/2023 Present
  • 09/2012 → Present
    Principle Accounting Pc
    Eugene, OR
  • 02/2019 → Present
    Star Meat Company, Inc.
    Eugene, OR
  • 02/2019 → Present
    Apleberry Ventures, Llc
    Elmira, OR
  • 07/2022 → 05/2023
    Avantax Investment Services Inc.
    Eugene, OR
  • 07/2022 → 05/2023
    Avantax Advisory Services
    Eugene, OR
  • 02/2019 → Present
    3-Star Rentroll, Llc
    Eugene, OR
  • 02/2019 → 05/2023
    Four Star Meat Company, Inc.
    Eugene, OR
  • 05/2023 → Present
    Eurgene, OR
Previous Registrations
  • 2022-12-22 → 2023-06-02
    Avantax Advisory Services
    Eugene, OR
Other Businesses

1) PRINCIPLE ACCOUNTING PC POSITION: CPA/Secretary NATURE: Full Service Accounting Practice...Tax Preparation Consulting Tax Planning Tax Strategies1031 Exchanges Business Tax Individual Tax Partnership, Tax Estate, Tax Trust Returns, INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/12/2012 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: Prepare Tax Returns Review Tax Returns IRS & State Notices, Sign & Submit Tax Returns ,Consult with Clients Tax Strategies 2) 3-STAR RENTROLL LLC POSITION: Member NATURE: Real Estate Rental Property. This is the entity that holds the Rental Real Estate Property, Rents Received are through ApleBerry Ventures LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2019 ADDRESS: 1580 Valley River Dr., Suite 290, Eugene OR 97401, United States DESCRIPTION: No responsibilities. Responsibilities are maintained through ApleBerry.3 Star Holds The Property. ApleBerry Ventures collects the rent. Principle Accounting does records the transactions within 3 Star for Bookkeeping and Tax Preparation. 3) STAR MEAT COMPANY, INC. POSITION: Shareholder NATURE: Butcher Shop... Processing Livestock, Beef, Pork, Lamb, and Game Meat Processing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2019 ADDRESS: 90362 Prairie Road, Eugene OR 97402, United States DESCRIPTION: I do not take part in the operations of this company. Ownership will be closed out by year end, I have no duties tied to this entity... 4) APLEBERRY VENTURES, LLC POSITION: Member NATURE: Rental Income. Currently this Entity does not Hold Real Estate.3-Star Rental holds the property. ApleBerry Ventures receives the income INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2019 ADDRESS: 23897 Warthen Rd, Elmira OR 97437, United States DESCRIPTION: Manage Rent Income Family Partnership. Currently there are no other duties as the rental property is held through 3-Star Rentrol.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Chris Berry
  • Christopher L Berry
  • Christopher Berry
  • Chris L Berry
  • Chris Berry

View on SEC IAPD

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