# WILLIAM MONFILS UPSON

WILLIAM MONFILS UPSON is an investment adviser representative (IAR) with state registration records since 1997, appearing at 3 firms. Currently registered with NWF ADVISORY SERVICES INC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NWF ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/110410) | 2026-01-01 | present | Yes |
| [STERLING FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/113646) | 1999-10-19 | 2009-03-17 | — |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 1997-07-08 | 2025-10-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1241673)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1241673.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.