DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William C Artzberger
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as William Artzberger
At current firm
0 y
since Jul 8, 2026
In the industry
10 y
since Oct 27, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Enterprise, LLC BD affiliated currentsince Jul 8, 2026 · Plano, Tx
- Fisher Investments independent RIASep 23, 2020 to Jan 18, 2024 · Plano, Tx
- Outlook Wealth Advisors, LLC independent RIADec 11, 2018 to Aug 31, 2020 · The Woodlands, Tx
- Edward Jones national BDJul 5, 2016 to Nov 13, 2018 · Houston, Tx
- Ameriprise Financial Services, LLC national BDOct 27, 2015 to Jan 27, 2016 · Webster, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fisher Investments to LPL Enterprise, LLCleft Jan 18, 2024, registered Jul 8, 2026 (902 days) · RIA to affiliated broker-dealer or bank
- Outlook Wealth Advisors, LLC to Fisher Investmentsleft Aug 31, 2020, registered Sep 23, 2020 (23 days) · RIA to RIA
- Edward Jones to Outlook Wealth Advisors, LLCleft Nov 13, 2018, registered Dec 11, 2018 (28 days) · Other
- Ameriprise Financial Services, LLC to Edward Jonesleft Jan 27, 2016, registered Jul 5, 2016 (160 days) · Affiliated broker-dealer or bank to another
Signals
- William C Artzberger left Fisher Investments for Lpl Enterprise, Llc (registered 2026-07-08)Jan 18, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address