# William E Bargholtz

William E Bargholtz is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2022-05-18 | present | Yes |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2021-11-16 | 2022-05-18 | — |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2018-09-19 | 2021-11-15 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2014-04-24 | 2018-04-09 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2003-04-21 | 2014-04-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2122024)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2122024.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.