Mark A. Berry

PUREWATER CAPITAL

FORT WORTH, TX 76107

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CRD#: 5801150

Professional summary

Mark Austin Berry is a registered financial advisor currently at PUREWATER CAPITAL, LLC located in Fort Worth, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PUREWATER RISK MANAGEMENT LLC; NON-INVESTMENT RELATED; 262 CARROLL AVE. FORT WORTH TX 76107; INSURANCE PRODUCTS;INSURANCE AGENT;01/01/20; HOURS PER 10 PER MONTH; 10 HOURS PER MONTH DURING TRADING HOURS; SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Austin Berry's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 19, 2013 - Present

PUREWATER CAPITAL, LLC

Office #1: 2625 Whitmore St. Unit 121, Fort Worth, TX 76107

RIA

CRD#: 166154

FORT WORTH, TX

Past

March 4, 2019 - June 14, 2019

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ROANOKE, TX

Past

January 8, 2013 - March 31, 2015

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

FORT WORTH, TX

Past

January 11, 2012 - January 9, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FORT WORTH, TX

Past

July 11, 2011 - January 9, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

FORT WORTH, TX

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".

PUREWATER CAPITAL, LLC

PUREWATER CAPITAL, LLC | RAZOR ASSET MANAGEMENT, LLC | RAZOR ASSET MANAGEMENT LLC

CRD#: 166154 / SEC#: 801-133815

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

California

Registered Investment Advisory firm - (3/3/2023 Terminated)

Nevada

Registered Investment Advisory firm - (3/3/2023 Terminated)

New York

Registered Investment Advisory firm - (2/1/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(10/28/2025)

IAR

Nebraska
(10/21/2025)

IAR

Texas
(2/19/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/14/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2011

General Securities Representative Examination

Current Firm

PUREWATER CAPITAL, LLC

PUREWATER CAPITAL, LLC | RAZOR ASSET MANAGEMENT, LLC | RAZOR ASSET MANAGEMENT LLC

CRD#: 166154 / SEC#: 801-133815

RIA

Registered Investment Advisory firm - (7/8/2025 Approved)

California

Registered Investment Advisory firm - (3/3/2023 Terminated)

Nevada

Registered Investment Advisory firm - (3/3/2023 Terminated)

New York

Registered Investment Advisory firm - (2/1/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/9/2025 Terminated)

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Contact information

Main Address

2625 Whitmore St. Unit 121, Fort Worth, TX 76107

Mailing Address

Phone number

(817) 416-8680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/8/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 111,609,357

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark A. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Austin Berry's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

TRUSTMONT FINANCIAL GROUP, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PUREWATER CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2011

Series 63

Date: 8/4/2011

SIE

Date: 5/14/2019

Series 7

Date: 7/8/2011

Current Firm

PUREWATER CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUREWATER CAPITAL, LLC

TRUST BUT VERIFY

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