William E Ferguson

Current Employers

Employment History

• 04/2014 → Present
  Lpl Financial, Llc
  Pittsburgh, PA
• 03/2017 → 05/2023
  Global Retirement Partners, Llc
  Pittsburgh, PA
• 05/2023 → Present
  Stratos Wealth Partners, Ltd
  Sewickley, PA

Previous Registrations

• 2017-03-31 → 2023-05-15
  Global Retirement Partners Llc
  Pittsburgh, PA
  San Rafael, CA
• 2014-01-06 → 2014-03-14
  Commonwealth Financial Network
  Pittsburgh, PA
• 2013-07-03 → 2013-08-27
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2013-04-01 → 2013-06-06
  Equitable Advisors, Llc
  Pittsburgh, PA
• 2012-06-26 → 2013-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

1. 4/25/2014 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 2. 06/14/2023 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/17/2023 - 60 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 06/14/2023 - The Kelley Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/17/2023 - 60 Hours Per Month/ 40 Hours During Securities Trading 4.06/29/2023 - The Kelley Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/17/2023 - 60 Hours Per Month/ 40 Hours During Securities Trading 5. 07/11/2023 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/17/2023 - 60 Hours Per Month/ 40 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-06-22
• S63 Uniform Securities Agent State Law Examination
  2011-08-25

Other Names

• William Ferguson
• William Edgar Ferguson