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KURT ALLEN BERRY
CRD#: 4550773
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Investment Adviser
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Previous Broker
ADVISOR SHARE WEALTH MANAGEMENT, LLCCRD#: 307997 707 E Elk Ave, Ste 2
Elizabethton, TN 37643
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2003 - 2005 (2 years)2 FIRMS2005 - 2011 (5 years)2 FIRMS2011 - 2016 (5 years)2 FIRMS2016 - 2019 (3 years)2 FIRMS2019 - 2022 (2 years)IAADVISOR SHARE WEALTH MANAGEMEN... (CRD# 307997)2025 - Present (<1 year)BEDWARD JONES (CRD# 250)2002 - 2003 (<1 year)IAFIRST ADVISORS NATIONAL, LLC (CRD# 166212)2022 - 2025 (2 years)IAWISCONSIN FINANCIAL ADVISORS, LLC (CRD# 149220)2011 - 2013 (2 years)
Disclosure(s)
View By:
6/17/2024
Regulatory
Final
11/14/2023
Customer Dispute
Pending
7/15/2005
Employment Separation After Allegations
License(s)

State Registrations

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California 1/3/2025

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Tennessee 1/6/2025

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Iowa 1/3/2025

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Texas 1/2/2025

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Minnesota 1/6/2025

Current Registration(s)
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ADVISOR SHARE WEALTH MANAGEMENT, LLC (CRD#:307997)
707 E Elk Ave, Ste 2, Elizabethton, TN 37643
Registered with this firm since 1/2/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
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07/08/2022 - 01/06/2025 FIRST ADVISORS NATIONAL, LLC (CRD#:166212) Johnson City, TN
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11/05/2019 - 07/07/2022 VANDERBILT ADVISORY SERVICES (CRD#:116537) Rockford, IL
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11/01/2019 - 07/07/2022 VANDERBILT SECURITIES, LLC (CRD#:5953) Elizabethton, TN
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10/05/2016 - 11/06/2019 REGAL INVESTMENT ADVISORS LLC (CRD#:125004) Rockford, IL
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10/05/2016 - 11/06/2019 REGULUS ADVISORS, LLC (CRD#:150631) Rockford, IL
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05/10/2011 - 10/07/2016 ON INVESTMENT MANAGEMENT CO (CRD#:105662) LOVES PARK, IL
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05/09/2011 - 10/07/2016 THE O.N. EQUITY SALES COMPANY (CRD#:2936) ROCKFORD, IL
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06/06/2011 - 06/18/2013 WISCONSIN FINANCIAL ADVISORS, LLC (CRD#:149220) ROCKFORD, IL
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07/22/2005 - 05/13/2011 MML INVESTORS SERVICES, LLC (CRD#:10409) LOVES PARK, IL
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07/22/2005 - 05/13/2011 MML INVESTORS SERVICES, LLC (CRD#:10409) LOVES PARK, IL
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12/10/2003 - 08/12/2005 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) LOVES PARK, IL
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04/15/2003 - 08/12/2005 PRUCO SECURITIES, LLC. (CRD#:5685) NEWARK, NJ
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08/20/2002 - 03/11/2003 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.