William David Berger

Current Employers

White Oak Wealth Management

8840 Stanford Boulevard Suite 4000, Columbia, MD 21045 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2019-01-03

MD RA
APPROVED

Since 2019-01-03

Branch Locations

8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045 • United States

8840 Stanford Boulevard Suite 4000, Columbia, MD 21045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Great Lakes & Atlantic Wealth Management	Charlotte	NC	05/2016	12/2018
Oakmont Wealth Advisory, Llc	Columbia	MD	01/2019	Present

05/2016 → 12/2018

Great Lakes & Atlantic Wealth Management

Charlotte, NC
01/2019 → Present

Oakmont Wealth Advisory, Llc

Columbia, MD

Previous Registrations

2016-05-26 → 2019-01-04

Hayden Royal

Columbia, MD

Charlotte, NC
2013-02-08 → 2016-06-13

Biegel Waller Investment Advisory Services

Columbia, MD

Other Businesses

Owner of White Oak Wealth Management, LLC; Non-Investment Related; Columbia, MD; entity with partial ownership of Oakmont Wealth Advisory, LLC; entity formed 04/23/2016; 0 Hours Per Month/ 0 Hours During Trading Hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-02-07

S65 Uniform Investment Adviser Law Examination

2013-02-07

View on SEC IAPD

Current Employers

White Oak Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

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