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

Kurt Allen Berry

Advisor Share Wealth Management, LLCindependent RIAVancouver, Wa IA-onlyIAPD 4550773

Feed of 09/15/2026

At current firm

1 y

since Jan 2, 2025

In the industry

24 y

since Aug 22, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advisor Share Wealth Management, LLC independent RIA current
since Jan 2, 2025 · Elizabethton, Tn
First Advisors National, LLC independent RIA
Jul 8, 2022 to Jan 6, 2025 · Johnson City, Tn
Vanderbilt Advisory Services BD affiliated
Nov 5, 2019 to Jul 7, 2022 · Johnson City, Tn
Regal Investment Advisors LLC BD affiliated
Oct 5, 2016 to Nov 6, 2019 · Rockford, Il
Wisconsin Financial Advisors, LLC unclassified
Jun 6, 2011 to Jun 18, 2013 · Rockford, Il
On Investment Management Co BD affiliated
May 10, 2011 to Oct 7, 2016 · Loves Park, Il
MML Investors Services, LLC BD affiliated
Jul 22, 2005 to May 13, 2011 · Loves Park, Il
Pruco Securities, LLC no RAUM
Dec 10, 2003 to Aug 12, 2005 · Loves Park, Il

Moves

a registration end followed by a registration begin elsewhere

First Advisors National, LLC to Advisor Share Wealth Management, LLC
left Jan 6, 2025, registered Jan 2, 2025 (-4 days) · RIA to RIA
Vanderbilt Advisory Services to First Advisors National, LLC
left Jul 7, 2022, registered Jul 8, 2022 (1 days) · Affiliated broker-dealer or bank to independent RIA
Regal Investment Advisors LLC to Vanderbilt Advisory Services
left Nov 6, 2019, registered Nov 5, 2019 (-1 days) · Affiliated broker-dealer or bank to another
On Investment Management Co to Wisconsin Financial Advisors, LLC
left Oct 7, 2016, registered Jun 6, 2011 (-1950 days) · Other
Wisconsin Financial Advisors, LLC to Regal Investment Advisors LLC
left Jun 18, 2013, registered Oct 5, 2016 (1205 days) · Other
MML Investors Services, LLC to On Investment Management Co
left May 13, 2011, registered May 10, 2011 (-3 days) · Other
Pruco Securities, LLC to MML Investors Services, LLC
left Aug 12, 2005, registered Jul 22, 2005 (-21 days) · Other

Signals

Kurt Allen Berry left First Advisors National, Llc for Advisor Share Wealth Management, Llc (registered 2025-01-02)
Jan 6, 2025 · Advisor changed firm · fact
Kurt Allen Berry left Vanderbilt Advisory Services for First Advisors National, Llc (registered 2022-07-08)
Jul 7, 2022 · 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address