# JAMES ROBERT KARBERG

JAMES ROBERT KARBERG is an investment adviser representative (IAR) with state registration records since 2000, appearing at 9 firms. Currently registered with REDW WEALTH LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REDW WEALTH LLC](https://search.stillhousedata.com/firm/109446) | 2024-10-01 | present | Yes |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2019-10-25 | 2024-09-30 | — |
| [1ST GLOBAL ADVISORS INC](https://search.stillhousedata.com/firm/111133) | 2018-02-01 | 2019-10-25 | — |
| [ALLSTATE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/109524) | 2017-06-15 | 2018-01-12 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2015-02-24 | 2017-01-19 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2013-06-03 | 2015-02-06 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-10-17 | 2005-05-25 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2002-10-24 | 2003-11-14 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2000-04-17 | 2002-10-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4125416)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4125416.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.