William Calvin Beattie

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-11-09

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

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

Organization	City	State	From	To
Ef Legacy Securities, Llc	Henrico	VA	08/2016	05/2018
Edelman Financial Services, Llc	Fairfax	VA	08/2016	05/2018
Eaton Vance Distributors, Inc.	Boston	MA	06/2018	05/2020
Eaton Vance Investment Counsel	Boston	MA	06/2018	11/2020
United Capital Financial Advisers, Llc	Newport Beach	CA	05/2021	11/2023
Unemployed	Delray Beach	FL	11/2020	05/2021
Cerity Partners Llc	New York	NY	11/2023	Present

2023-11-02 → 2023-11-16

Goldman Sachs Wealth Services, L.P.

New York, NY
2021-07-13 → 2023-11-02

United Capital Financial Advisors

New York, NY
2018-07-09 → 2021-07-01

Eaton Vance Wateroak Advisors

Boston, MA
2016-08-16 → 2018-06-06

Edelman Financial Services, Llc

Boca Raton, FL

Fairfax, VA

Short Hills, NJ
2005-11-14 → 2016-08-12

Charles Schwab & Co., Inc.

New York City, NY

Chicago, IL

Fort Lauderdale, FL

Coral Gables, FL

Boca Raton, FL
2005-05-17 → 2005-11-16

Banc Of America Investment Services, Inc.

Ft. Lauderdale, FL
2003-07-22 → 2005-05-26

A. G. Edwards & Sons, Inc.

Fort Lauderdale, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-07-18
S63	Uniform Securities Agent State Law Examination	1999-12-08

Other Firms