# WILLIAM ALAN STERLING

WILLIAM ALAN STERLING is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with TRITONPOINT WEALTH, LLC, TRITONPOINT CAPITAL, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRITONPOINT CAPITAL, LLC](https://search.stillhousedata.com/firm/336417) | 2025-08-11 | present | Yes |
| [TRITONPOINT WEALTH, LLC](https://search.stillhousedata.com/firm/328398) | 2023-10-18 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2019-04-08 | 2023-11-03 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2009-10-15 | 2019-04-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4823837)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4823837.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.