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RIA / WealthAdvisorChartered Financial Consultant20 years in industry

ODELL BERRY

Advisor at INVEST SMART USA, INC.

SCOTTSDALE, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2007 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: INVEST SMART USA, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Sep 20, 2006
First registration: Apr 19, 2007
Dual registered: no
Other names: ODELL JR BERRY
IAPD individual key: 1058895

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
INVEST SMART USA, INC.	State registered	Jun 27, 2013	n/a	yes	SCOTTSDALE, AZ	Current employment
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC	Former SEC adviser	Jul 8, 2010	Sep 4, 2013	no	SCOTTSDALE, AZ	Previous registration
THE PLANNING GROUP	Former SEC adviser	Apr 15, 2010	Jul 23, 2010	no	SCOTTSDALE, AZ	Previous registration
IVES ASSET MANAGEMENT INC	n/a	Apr 19, 2007	Jul 23, 2010	no	PHOENIX, AZ\|SCOTTSDALE, AZ	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
SYNERGY FINANCIAL GROUP OF ARIZONA, LLC	INVEST SMART USA, INC.	Sep 4, 2013	Jun 27, 2013	-69	Firm change after gap	Other
IVES ASSET MANAGEMENT INC	THE PLANNING GROUP	Jul 23, 2010	Apr 15, 2010	-99	Firm change after gap	Other
THE PLANNING GROUP	SYNERGY FINANCIAL GROUP OF ARIZONA, LLC	Jul 23, 2010	Jul 8, 2010	-15	Firm change	Other

Relationships

Registered with (4)

→ INVEST SMART USA, INC.Registered adviserregistration: current employment
Jun 27, 2013 to presentfactForm ADV
→ SYNERGY FINANCIAL GROUP OF ARIZONA, LLCRegistered adviserregistration: previous registration
Jul 8, 2010 to Sep 4, 2013factForm ADV
→ IVES ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Apr 19, 2007 to Jul 23, 2010factForm ADV
→ THE PLANNING GROUPRegistered adviserregistration: previous registration
Apr 15, 2010 to Jul 23, 2010factForm ADV

Dated events

No dated event names this entity yet.