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700 Cedar Lake Blvd, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-09 |
Branch Locations
100 Dorchester Square Suite 102, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 01/2017 | 05/2019 |
| Arb Services | Columbus | OH | 08/2011 | 01/2017 |
| Bank Of America, N.A. | Columbus | OH | 07/2017 | 05/2019 |
| Morgan Stanley | Columbus | OH | 07/2019 | 10/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | 10/2021 |
| Adaptation Financial Advisors, Inc. | Oklahoma City | OK | 01/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | 07/2023 |
1) Johnny Berry is sole member of 5 Star Capital LLC established in January 2025, a company that holds a rental residential property, Westerville, OH. He spends approximately 1 hour per month on this business activity and none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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