William Blair Goheen

Current Employers

Employment History

• 12/2003 → 03/2024
  Fidelity Brokerage Services Llc
  Blue Ash, OH
• 07/2018 → 03/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2024 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2018-07-13 → 2024-03-06
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2008-05-12 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
• 2003-08-21 → 2004-01-05
  Waddell & Reed
  Ft Wright, KY

Other Businesses

1) THE ROSSELOT FINANCIAL GROUP, 7426 Jager Ct, Cincinnati OH 45230, 03/07/2024, Investment Advisor Representative, Financial advisor, INV REL, 40 HR/MO, 120 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/07/2024 3) DIAMOND ELITE, 2715 Ivy Farm Ct, Mason OH 45036, 03/07/2024, Coach, Sport/Fitness/Gaming, NIR, 30 HR/MO, 3 HR/MO TRADING. 4) THE ROSSELOT FINANCIAL GROUP (1), 7426 Jager Ct, Cincinnati OH 45230, 03/07/2024, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO, 80 HR/MO TRADING 5) INTERDEPENDENT ADVISORS, 7426 JAGER CT, CINCINNATI OH 45230, 08/2026, AGENT, DBA NAME, NIR, 160 HR/MO - 40 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-28
• S63 Uniform Securities Agent State Law Examination
  2003-09-02
• S65 Uniform Investment Adviser Law Examination
  2003-08-26

Other Names

• William Blair Goheen