David Berry

Current Employers

Employment History

• 08/2017 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 09/2013 → 08/2017
  Fmi Corporation
  Tampa, FL
• 10/2017 → 12/2018
  Bank Of America, N.A.
  Saint Petersburg, FL
• 01/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Cranston, RI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Clearwater, FL

Previous Registrations

• 2017-11-08 → 2019-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
  Clearwater, FL

Other Businesses

Outside Employment; Envision Abundance, LLC; Financial Advisor - This is the company paying the salary portion of my Ameriprise Financial related compensation as a franchise. The primary advisor in our Ameriprise practice is the owner of the business - Collin Soule 114387; ; 18514 US Highway 19N, Suite A, , Clearwater, FL, 33764; Investment-Related; 03/15/2021; 40 to 59 hours per month; 40 to 59 during trading hours / David Berry; Sole Proprietor - Management Consulting - Help ownership in strategic decision-making process, short and long-term incentive plan building and other consulting tasks. I previously worked with the president of the company at a consulting firm and he has sought my expertise in these items.; Consulting services for previous colleagues and associates based on my consulting experience.; 1017 Siberian Glen, , Bradenton, FL, 34212; Not Investment-Related; 08/19/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-03

Other Names

• David J Berry