# WILLIAM JOHN BERG

WILLIAM JOHN BERG is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with KESTRA ADVISORY SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2024-10-29 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-01-19 | 2024-11-02 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2023-01-03 | 2024-01-19 | — |
| [ROUNDANGLE ADVISORS LLC](https://search.stillhousedata.com/firm/282178) | 2020-02-18 | 2022-12-09 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2018-01-09 | 2020-02-03 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2016-05-20 | 2018-01-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6586480)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6586480.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.