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RIA / WealthAdvisorChartered Financial Consultant26 years in industry

MICHAEL SCOTT BERRY

Advisor at APRICITY FINANCIAL, LLC

MYSTIC, CT | MOORESVILLE, NC

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Search this name across graphsid dfx:ria:245fd42c-ada6-0794-6245-9f57612e505f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 24, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APRICITY FINANCIAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 7
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Dec 22, 1999
First registration: Mar 24, 2005
Dual registered: no
Other names: MICHAEL SCOTT BERRY|MICHAEL SCOTT BERRY|MIKE BERRY
IAPD individual key: 3168996

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APRICITY FINANCIAL, LLC	Independent wealth	Apr 29, 2024	n/a	yes	MOORESVILLE, NC\|MYSTIC, CT	Current employment
ADDICUS ADVISORY, LLC	Independent wealth	Feb 8, 2022	Mar 4, 2024	no	TUPELO, MS\|Newtown, CT	Previous registration
MSF INVESTMENT ADVISORY LLC.	n/a	Feb 26, 2013	Apr 26, 2022	no	NEWTOWN, CT	Previous registration
OJM GROUP, LLC	Former SEC adviser	Dec 22, 2011	Jan 9, 2013	no	NEWTOWN, CT\|CINCINNATI, OH	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Mar 24, 2005	Aug 5, 2011	no	FAIRFIELD, CT\|FAIRFIELD, CT\|MILWAUKEE, WI\|FAIRFIELD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADDICUS ADVISORY, LLC	APRICITY FINANCIAL, LLC	Mar 4, 2024	Apr 29, 2024	56	Firm change	RIA to RIA
MSF INVESTMENT ADVISORY LLC.	ADDICUS ADVISORY, LLC	Apr 26, 2022	Feb 8, 2022	-77	Firm change after gap	Other
OJM GROUP, LLC	MSF INVESTMENT ADVISORY LLC.	Jan 9, 2013	Feb 26, 2013	48	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	OJM GROUP, LLC	Aug 5, 2011	Dec 22, 2011	139	Firm change	Other

Relationships

Registered with (5)

→ APRICITY FINANCIAL, LLCRegistered adviserregistration: current employment
Apr 29, 2024 to presentfactForm ADV
→ ADDICUS ADVISORY, LLCRegistered adviserregistration: previous registration
Feb 8, 2022 to Mar 4, 2024factForm ADV
→ MSF INVESTMENT ADVISORY LLC.Registered adviserregistration: previous registration
Feb 26, 2013 to Apr 26, 2022factForm ADV
→ OJM GROUP, LLCRegistered adviserregistration: previous registration
Dec 22, 2011 to Jan 9, 2013factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Mar 24, 2005 to Aug 5, 2011factForm ADV

Dated events

Occurred
Mar 4, 2024
Advisor changed firm
Michael Scott Berry left Addicus Advisory, Llc for Apricity Financial, Llc (registered 2024-04-29)
Form ADVobserved 6 days ago
Occurred
Apr 26, 2022
Advisor changed firm
Michael Scott Berry left Msf Investment Advisory Llc. for Addicus Advisory, Llc (registered 2022-02-08)
Form ADVobserved 6 days ago