William Gregory Mccoll

Current Employers

Employment History

• 06/2009 → 06/2018
  Morgan Stanley Smith Barney
  San Diego, CA
• 01/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → Present
  Silvia Mccoll Wealth Management Llc
  San Diego, CA
• 06/2018 → 06/2022
  M. S. Howells & Co.
  Scottsdale, AZ

Previous Registrations

• 2009-06-01 → 2018-06-04
  Morgan Stanley
  San Diego, CA
• 2008-08-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Diego, CA
• 1997-07-08 → 2008-09-16
  Ubs Financial Services Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. JAN 1991; WILLIAM MCCOLL AND SANDRA MCCOLL PROPRIETOR; VARIOUS RENTAL PROPERTIES; NON INVESTMENT RELATED; JOINT OWNER WITH SPOUSE; DEVOTES 1 HOURS PER MONTH DURING NON-TRADING HOURS. 2. JUNE 2018; M. S. HOWELLS & CO., INVESTMENT RELATED, SUPERVISED FROM SCOTTSDALE, AZ ; LOCATED AT SAN DIEGO, CA; BROKERAGE FIRM; REGISTERED ASSISTANT; APPROX. 40 HOURS/MONTH; APPROX. 2 HOURS DURING SECURITIES TRADING HOURS; RECOMMENDING CERTAIN SECURITIES PRODUCTS TO CLIENTS FOR NORMAL AND CUSTOMARY COMMISSIONS. 3. MARCH 2020-2023; COMMUNITY ELDERCARE SAN DIEGO DBA ST. PAUL'S PACE, SAN DIEGO, CA; NON INVESTMENT RELATED; HELATH MAINTENANCE ORGANIZATION FOR SENIORS; CHAIRMAN OF THE BOARD; CHAIR MEETINGS OF BOARD OF DIRECTORS; DEVOTE 12 HRS/MONTH, 8 HRS/MONTH DURING MARKET HOURS. 4. MAY 2015 - MAY 2024; PATRICK HENRY HIGH SCHOOL ALUMNI ASSOCIATION, SAN DIEGO, CA; NON INVESTMENT RELATED; FUNDRAISING FOR HIGH SCHOOL AND SCHOLARSHIPS; VICE PRESIDENT; BOARD RELATED, FUND RAISING; DEVOTE 2 HRS/MONTH, .5 HRS/MONTH DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-09
• S63 Uniform Securities Agent State Law Examination
  1989-05-05

Designations

Other Names

• Bill Mccoll