# WILLIAM ROGER BRANCH

WILLIAM ROGER BRANCH is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with NORTHSTAR FIDUCIARY PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NORTHSTAR FIDUCIARY PARTNERS, LLC](https://search.stillhousedata.com/firm/284994) | 2024-02-04 | present | Yes |
| [MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/117868) | 2017-01-05 | 2023-06-05 | — |
| [MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/117868) | 2009-04-29 | 2016-12-31 | — |
| [PRESIDIUM](https://search.stillhousedata.com/firm/138132) | 2009-04-15 | 2010-11-29 | — |
| [FIDUCIARY ADVISORS, LLC](https://search.stillhousedata.com/firm/140321) | 2008-04-25 | 2009-05-12 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2006-04-25 | 2008-04-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5072777)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5072777.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.
