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RIA / WealthAdvisor24 years in industry

KURT ALLEN BERRY

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA | Elizabethton, TN

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Search this name across graphsid dfx:ria:19631b38-e70f-201b-536c-6ac81b93471e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 10, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISOR SHARE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 5
Exams: S65|S63
First exam: Aug 22, 2002
First registration: Dec 10, 2003
Dual registered: no
IAPD individual key: 4550773

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	Jan 2, 2025	n/a	yes	Elizabethton, TN\|VANCOUVER, WA	Current employment
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Jul 8, 2022	Jan 6, 2025	no	Johnson City, TN	Previous registration
VANDERBILT ADVISORY SERVICES	Bd affiliated wealth	Nov 5, 2019	Jul 7, 2022	no	Johnson City, TN\|WOODBURY, NY\|Elizabethton, TN\|Rockford, IL	Previous registration
REGAL INVESTMENT ADVISORS LLC	Bd affiliated wealth	Oct 5, 2016	Nov 6, 2019	no	Rockford, IL\|KENTWOOD, MI\|Rockford, IL\|Elizibethton, TN	Previous registration
WISCONSIN FINANCIAL ADVISORS, LLC	n/a	Jun 6, 2011	Jun 18, 2013	no	ROCKFORD, IL\|MADISON, WI\|LOVES PARK, IL	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	May 10, 2011	Oct 7, 2016	no	LOVES PARK, IL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 22, 2005	May 13, 2011	no	LOVES PARK, IL\|LOVES PARK, IL\|LOVES PARK, IL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Dec 10, 2003	Aug 12, 2005	no	LOVES PARK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST ADVISORS NATIONAL, LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Jan 6, 2025	Jan 2, 2025	-4	Firm change	RIA to RIA
VANDERBILT ADVISORY SERVICES	FIRST ADVISORS NATIONAL, LLC	Jul 7, 2022	Jul 8, 2022	1	Firm change	Ibd to RIA
REGAL INVESTMENT ADVISORS LLC	VANDERBILT ADVISORY SERVICES	Nov 6, 2019	Nov 5, 2019	-1	Firm change	Ibd to ibd
ON INVESTMENT MANAGEMENT CO	WISCONSIN FINANCIAL ADVISORS, LLC	Oct 7, 2016	Jun 6, 2011	-1,950	Firm change after gap	Other
WISCONSIN FINANCIAL ADVISORS, LLC	REGAL INVESTMENT ADVISORS LLC	Jun 18, 2013	Oct 5, 2016	1,205	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	ON INVESTMENT MANAGEMENT CO	May 13, 2011	May 10, 2011	-3	Firm change	Other
PRUCO SECURITIES, LLC	MML INVESTORS SERVICES, LLC	Aug 12, 2005	Jul 22, 2005	-21	Firm change	Other

Relationships

Registered with (8)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Jul 8, 2022 to Jan 6, 2025factForm ADV
→ VANDERBILT ADVISORY SERVICESRegistered adviserregistration: previous registration
Nov 5, 2019 to Jul 7, 2022factForm ADV
→ REGAL INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Oct 5, 2016 to Nov 6, 2019factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
May 10, 2011 to Oct 7, 2016factForm ADV
→ WISCONSIN FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 6, 2011 to Jun 18, 2013factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 22, 2005 to May 13, 2011factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 10, 2003 to Aug 12, 2005factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
Kurt Allen Berry left First Advisors National, Llc for Advisor Share Wealth Management, Llc (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Jul 7, 2022
Advisor changed firm
Kurt Allen Berry left Vanderbilt Advisory Services for First Advisors National, Llc (registered 2022-07-08)
Form ADVobserved 5 days ago