WILLIAM LEONARD BERLIN is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with MAINSTAY CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT, LLC | 2026-03-03 | present | Yes |
| TD AMERITRADE, INC. | 2014-03-11 | 2021-01-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-03-11 | 2020-12-31 | — |
| GREYSTONE FINANCIAL GROUP, INC. | 2011-12-06 | 2014-03-26 | — |
| J2 CAPITAL MANAGEMENT, INC. | 2010-10-19 | 2011-11-14 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-01-04 | 2010-08-31 | — |
| TD AMERITRADE, INC. | 2006-04-12 | 2010-08-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-09-22 | 2005-06-28 | — |