William Gregory Dorriety

Current Employers

Employment History

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Birmingham, AL
• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
• 04/2024 → Present
  Morgan Stanley Smith Barney Llc
  Fairhope, AL
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-06-20 → 2024-04-26
  Wells Fargo Clearing Services, Llc
  Daphne, AL
  Foley, AL
  Gulf Shores, AL
  Daphne, AL
  Birmingham, AL
  Spanish Fort, AL
  Foley, AL
  Spanish Fort, AL
  Loxley, AL
  Daphne, AL
  Daphne, AL
  Bay Minette, AL
  Loxley, AL
  Daphne, AL
  Birmingham, AL
• 2005-01-31 → 2016-11-23
  Investment Advisors Asset Management, Llc
  Spanish Fort, AL
• 2003-12-17 → 2005-01-31
  Creative Resources Investment Advisors Llc
  Warwick, RI

Other Businesses

(1) *595063 - Up-Tick Investments LLC; Investment related: Yes; Fairhope, Alabama; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2001; During business hours: 0; After business hours: 1; Business Development/Growth (2) CO-TRUSTEE FOR PARENT / INVESTMENT RELATED / POINT CLEAR, AL / START 12-JANUARY-2012 / 1 HOUR DEVOTED PER MONTH / 1 DURING TRADING HOURS. (3) RENTAL PROPERTY / INVESTMENT RELATED / FOLEY, AL / 100% OWNERSHIP WITH SPOUSE / START 01-FEBRUARY-2002 / 0 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / PASSIVE INVESTOR.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-11

Designations

Other Names

• Greg Dorriety