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Odell Berry

Invest Smart Usa, Inc.

Scottsdale, AZ

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Current Employers
Invest Smart Usa, Inc.

7440 E Pinnacle Peak Road Suite 144, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-08-27
AZ RA APPROVED 2013-06-27
  • TX RA
    APPROVED_RES
    Since 2018-08-27
  • AZ RA
    APPROVED
    Since 2013-06-27

Branch Locations

7440 E Pinnacle Peak Road Suite 144, Scottsdale, AZ 85255 • 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
Invest Smart Usa, Inc. Scottsdale AZ 07/2013 Present
Previous Registrations
  • 2010-07-08 → 2013-09-04
    Synergy Financial Group Of Arizona, Llc
    Scottsdale, AZ
  • 2007-04-19 → 2010-07-23
    Ives Asset Management Inc
    Phoenix, AZ
    Scottsdale, AZ
  • 2010-04-15 → 2010-07-23
    The Planning Group
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-11
S63 Uniform Securities Agent State Law Examination 2006-09-20
  • S65 Uniform Investment Adviser Law Examination
    2007-05-11
  • S63 Uniform Securities Agent State Law Examination
    2006-09-20
Designations
Other Names
  • Odell Jr Berry

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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