William Samuel Thompson

Current Employers

Employment History

• 03/2007 → 03/2019
  Cambridge Associates
  Menlo Park, CA
• 10/2019 → 03/2022
  Litman Gregory Asset Management, Llc
  Larkspur, CA
• 02/2023 → Present
  Beacon Pointe Advisors
  Newport Beach, CA
• 04/2022 → 02/2023
  Unemployment
  Atherton, CA
• 04/2019 → 09/2019
  Unemployment
  Atherton, CA

Previous Registrations

• 2020-02-12 → 2022-09-14
  Litman Gregory Wealth Management, Llc
  Paris
  Larkspur, CA

Other Businesses

William and Nancy Thompson Foundation, Non-Profit; Address: 660 Newport Beach Center Dr (Ste 1220) Newport Beach CA; Position/Title: Consultant; Start Date: 06/2010; 4 HRS/MO During trading hours: 0; Duties: Oversight of immediate family foundation portfolio.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-12
• S63 Uniform Securities Agent State Law Examination
  2001-10-22

Other Names

• Bill Thompson
• William Samuel Thompson
• Bill Samuel Thompson Iii
• William Samuel Thompson Iii