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William Mcconville

Ameriprise Financial Services, LLC

New York, NY

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-05
  • NY RA
    APPROVED
    Since 2025-05-05

Branch Locations

777 Third Avenue 20Th Floor, New York, NY 10017-1401 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc West Palm Beach FL 10/2015 11/2016
Wells Fargo Clearing Services, Llc West Palm Beach FL 11/2016 05/2019
Vanderbilt Advisory Services Woodbury NY 05/2019 07/2019
Quint Capital Corporation New York NY 07/2019 10/2023
Td Bank N.A. Melville NY 10/2023 05/2025
Td Private Client Wealth Llc Melville NY 10/2023 05/2025
Ameriprise Financial Services Llc New York NY 05/2025 Present
Previous Registrations
  • 2023-10-19 → 2025-05-16
    Td Private Client Wealth Llc
    Melville, NY
    New York, NY
  • 2022-03-21 → 2023-10-20
    Quint Capital Corporation
    New York, NY
    New York, NY
  • 2019-05-31 → 2019-09-30
    Vanderbilt Advisory Services
    Woodbury, NY
    Port Saint Lucie, FL
  • 2015-11-04 → 2019-06-04
    Wells Fargo Clearing Services, Llc
    Palm Beach Gardens, FL
    Boca Raton, FL
    West Palm Beach, FL
    Palm Beach, FL
    Palm Beach, FL
    West Palm Beach, FL
    West Palm Beach, FL
  • 2012-09-25 → 2015-11-03
    Pnc Wealth Management Llc
    Stuart, FL
    Jensen Beach, FL
    Jensen Beach, FL
    Port St. Lucie, FL
    Stuart, FL
    Stuart, FL
    Port St. Lucie, FL
    Palm City, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Stuart, FL
    Port St. Lucie, FL
    Stuart, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
    Port St. Lucie, FL
  • 2010-09-08 → 2012-09-10
    Chase Investment Services Corp.
    Vero Beach, FL
    Vero Beach, FL
    Port St. Lucie, FL
    Port St Lucie, FL
  • 2009-06-01 → 2010-08-23
    Morgan Stanley
    Vero Beach, FL
  • 2008-09-17 → 2009-06-01
    Morgan Stanley & Co. Llc
    Stuart, FL
    Vero Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-11
S63 Uniform Securities Agent State Law Examination 2001-12-10
  • S66 Uniform Combined State Law Examination
    2008-09-11
  • S63 Uniform Securities Agent State Law Examination
    2001-12-10

View on SEC IAPD

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