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William Paul Peters

Fisher Investments

Woodland Hills, CA

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-20
TX RA APPROVED 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

Woodland Hills, CA • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Encino CA 10/2007 08/2022
Bank Of America, Na Encino CA 02/2010 08/2022
Fidelity Investments Thousand Oaks CA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → 08/2022
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Encino, CA
  • 02/2010 → 08/2022
    Bank Of America, Na
    Encino, CA
  • 09/2022 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-03
  • S66 Uniform Combined State Law Examination
    2008-03-03
Other Names
  • William P Peters

View on SEC IAPD

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