William Ira Steinberg

Current Employers

Kelman Lazarov Inc

5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2004-03-16

TN RA
APPROVED

Since 2004-03-16

Branch Locations

5100 Poplar Avenue Suite 2805, Memphis, TN 38137 • 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
Kelman-Lazarov, Inc.	Memphis	TN	04/1995	Present
Mutual Securities, Inc.	Camarillo	CA	07/2016	09/2024

04/1995 → Present

Kelman-Lazarov, Inc.

Memphis, TN
07/2016 → 09/2024

Mutual Securities, Inc.

Camarillo, CA

Other Businesses

1) Author, Sole Proprietor; Not Investment Related; 5125 Norich Ave. Memphis, TN 38117; Screen Play/Book Writer; 20 hrs/month; 0 hrs/month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-08-07
S63	Uniform Securities Agent State Law Examination	1988-11-04

S65 Uniform Investment Adviser Law Examination

1996-08-07
S63 Uniform Securities Agent State Law Examination

1988-11-04

Designations

Other Names

Bill Steinberg

View on SEC IAPD

Current Employers

Kelman Lazarov Inc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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