DB
Dennis P. Berry
BLACK KNIGHT WEALTH MANAGEMENT
Pearcy, AR
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CRD#: 3156326
DB
Professional summary
Dennis Patrick Berry, who also goes by Dennis P Berry, is a registered financial advisor currently at BLACK KNIGHT WEALTH MANAGEMENT, LLC located in Pearcy, Arkansas.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Dennis has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dennis P Berry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.C&D Bushogging; Investment related - No; Bush hogging raw land; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 0; After business hours: 3; Mowing vacant lots for neighbors.
2.Volunteer Board member of non profit organizations... The CALL and Sunshine Therapy Riding center. I receive no compensation in these voluntary roles.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Patrick Berry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 2, 2020 - Present
BLACK KNIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 305515
Pearcy, AR
Past
June 1, 2009 - February 18, 2020
MORGAN STANLEY
RIA
CRD#: 149777
PEARCY, AR
Past
June 1, 2009 - February 18, 2020
MORGAN STANLEY
BD
CRD#: 149777
SHREVEPORT, LA
Past
January 23, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LITTLE ROCK, AR
Past
January 23, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LITTLE ROCK, AR
Past
March 11, 1999 - January 28, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LITTLE ROCK, AR
Past
January 21, 1999 - January 28, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(3/2/2020)
IAR
Louisiana(3/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
BK
BLACK KNIGHT WEALTH MANAGEMENT, LLC
BLACK KNIGHT ALTERNATIVES | PHOENIX RISING WEALTH MANAGEMENT | OPULENCE PLANNING GROUP | INTEGRATED ADVISORS | CANADIAN RIVER WEALTH MANAGMENT AND CONSULTING, LLC | BOW TIE WEALTH MANAGEMENT | BLACK KNIGHT WEALTH MANAGEMENT, LLC
CRD#: 305515 / SEC#: 801-126532
RIA
Registered Investment Advisory firm - (10/18/2022 Approved)Arkansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/6/2022 Terminated)Kansas
Registered Investment Advisory firm - (12/6/2022 Terminated)Louisiana
Registered Investment Advisory firm - (12/6/2022 Terminated)Montana
Registered Investment Advisory firm - (12/6/2022 Terminated)New Mexico
Registered Investment Advisory firm - (12/6/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/7/2022 Terminated)Texas
Registered Investment Advisory firm - (12/6/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Frisco, TX
Mailing Address
Phone number
(972) 786-6527
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 915 |
| AUM (Assets Under Management) | $ 239,952,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | ||
| 08/19/2024 | ||
| 09/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
