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William Brantley Bissett

Portus Wealth Advisors, LLC

Charlotte, NC

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Current Employers
Portus Wealth Advisors, Llc

511 East Blvd, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-03-25
TX RA APPROVED_RES 2019-02-08
  • NC RA
    APPROVED
    Since 2019-03-25
  • TX RA
    APPROVED_RES
    Since 2019-02-08

Branch Locations

511 East Blvd, Charlotte, NC 28203 • 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
Secrest Blakey & Associates, Llc Charlotte NC 05/2015 02/2019
Portus Wealth Advisors, Llc Charlotte NC 01/2019 Present
Previous Registrations
  • 2015-06-29 → 2019-02-28
    Southeast Financial Group
    Davidson, NC
    Raleigh, NC
    Davidson, NC
  • 2007-02-02 → 2015-05-13
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 2004-02-25 → 2004-12-16
    Morgan Stanley Dw Inc.
    Charleston, SC
  • 2003-04-14 → 2004-03-03
    Equitable Advisors, Llc
    Mt. Pleasant , SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-11
  • S66 Uniform Combined State Law Examination
    2003-04-11
Designations

View on SEC IAPD

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