William Merritt King

Current Employers

Employment History

• 03/2016 → Present
  Lpl Financial, Llc
  Rock Hill, SC
• 03/2016 → 06/2020
  Independent Advisor Alliance, Llc
  Rock Hill, SC
• 06/2020 → Present
  Core Advisory Group
  Rock Hill, SC

Previous Registrations

• 2016-03-17 → 2020-06-29
  Independent Advisor Alliance, Llc
  Rock Hill, SC
  Rock Hill, SC

Other Businesses

1. 3/16/2016 - KING WEALTH PARTNERS, LLC - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 75% - Life insurance. 2. 3/16/2016 - King Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/1/16 - TIME SPENT 50%. 3. 6/21/2017 - King Commercial Group - Investment Related - 744 Arden Ln, Suite 175, Rock Hill SC 29732 - Real Estate Rental - Started 04/30/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 7/15/2020 - King Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 03/18/2016 - 160 Hours Per Month During Securities Trading. 5. 7/15/2020 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through CORE Advisory Group, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 160 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. 6. 2/2/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2022 - 80 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Core Advisory Group, an independent investment advisor firm. I started this business activity in 01/01/2022. I expect to spend approximately 80 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. 7. 07/21/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 8. 05/01/2024 - CORE Tax Advisors - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started: 3/1/2024 - 5 Hrs/Mo During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-17

Designations

Other Names

• Will King