William Basil Verrill

Current Employers

Employment History

• 09/2011 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 01/2013 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 04/2013 → Present
  Aviso Wealth Management (Potomac Investments)
  Seattle, WA
• 11/2020 → Present
  First Allied Advisory Services
  Schaumburg, IL
• 04/2013 → Present
  Potomac Investments
  Seattle, WA
• 09/2022 → 09/2023
  Cetera Advisors Llc
  Seattle, WA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Doylestown, PA
• 08/2023 → Present
  Aviapa, Llc
  Doylestown, PA
• 08/2023 → Present
  Cleared Direct Leasing, Llc
  Doylestown, PA

Previous Registrations

• 2020-11-12 → 2023-10-05
  Cetera Investment Advisers Llc
  Seattle, WA
  Augusta, ME
  Doylestown, PA
  Selinsgrove, PA
• 2013-01-28 → 2020-11-12
  First Allied Advisory Services, Inc.
  Southampton, PA
  Selinsgrove, PA
  Seattle, WA
  Bethesda, MD
  Augusta, ME
• 2007-06-21 → 2016-12-31
  Aviso Wealth Management
  Seattle, WA
• 2007-06-15 → 2010-03-31
  Gunnallen Financial, Inc
  Seattle, WA
  Portland, ME
  Mclean, VA
• 2006-11-17 → 2007-06-18
  Wells Fargo Advisors Financial Network, Llc
  Portland, ME
  Mclean, VA
  Portland, ME

Other Businesses

1. AVISO WEALTH MANAGEMENT, LLC POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 4/13/13 ADDRESS: 252 W Swamp Rd, Unit 28, Doylestown PA 18901 DESCRIPT: Financial planning and investment advisory services. 2. AVISO FINANCIAL CENTER POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2015 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Financial Advisor 3. AVISO TAX SERVICES, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2021 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: Non-accounting/or tax preparation service. 4. INSURANCE AGENT POSITION: Financial Advisor NATURE: Insurance Agent INVESTMENT RELATED: Yes # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 8/24/16 ADDRESS: 252 W. Swamp Rd, 28, Doylestown PA 18901 DESCRIPT: Fixed insurance business. 5. RENTAL PROPERTY, SOLE PROPRIETOR POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 4/1/17 ADDRESS: 9 Cascade Rd, A4, Old Orchard Beach ME 04063 DESCRIPT: Owner of single tenant rental property. 6. AVISO 227 HOLDINGS, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 11/03/23 ADDRESS: 5987 Shetland Drive, Doylestown PA 18902 DESCRIPT: Real estate holding company. Member. 7. LEADING EDGE AVIATION, INC. POSITION: Shareholder/Officer NATURE: Corporation INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 1/1/21 ADDRESS: 3879 Old Easton Toad, Doylestown PA 18902 DESCRIPT: Holding company for airplane leasing business. 8. KDYL CIRRUS 1 LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 5/21021 ADDRESS: 5987 Shetland Drive, Doylestown PA 18902 DESCRIPT: Member/shareholder 9. AVIAPA, LLC POSITION: Part Owner/Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Part Owner/Member. Holding company for airport related business. 10. CLEARED DIRECT LEASING, LLC POSITION: Part Owner/Member NATURE: LLC INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Part-owner/member of LLC holding company for airport leasing business. 11. LEA MAINTENANCE, LLC POSITION: Member/Shareholder NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 8/20/23 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902 DESCRIPT: Member/Shareholder, aircraft maintenance and repair company. 12. PIPER MILANIE 1, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 4/19/22 ADDRESS: 5987 Shetland Drive, Doylestown PA 18901 DESCRIPT: Member. Holding company for Real Estate. 13. PIPER LEXI 1, LLC POSITION: Member/Partner NATURE: LLC INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 9/6/18 ADDRESS: 5987 Shetland Drive, Doylestown PA 18901 DESCRIPT: Member. Holding company for an aircraft. 14. DOYLESTOWN LLC SHORT GAME POSITION: Member NATURE: LLC formed to lend money to Doylestown Country Club for the purchase of real estate. INVESTMENT RELATED: No # OF HRS: 0 SECURITIES TRADING HRS: 0 START DATE: 5/9/24 ADDRESS: 20 Country Club Lane, Doylestown PA 18901 DESCRIPT: No 15. AVIAPA FLIGHT LLC POSITION: Member NATURE: Aviation related. LLC that owns an airplane. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2025 ADDRESS: 3879 Old Easton Road, Doylestown PA 18902, United States DESCRIPTION: Member of the LLC. Minority shareholder. No daily or regular duties.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-16