# LETITIA STEINER BERBAUM

LETITIA STEINER BERBAUM is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with RFG ADVISORY, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RFG ADVISORY, LLC](https://search.stillhousedata.com/firm/158401) | 2024-10-01 | present | Yes |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | 2022-01-05 | 2024-10-01 | — |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | 2020-10-06 | 2021-12-31 | — |
| [OPTIVEST, INC.](https://search.stillhousedata.com/firm/137070) | 2018-03-24 | 2020-10-07 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-11-28 | 2017-11-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5937599)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5937599.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.