William Nicholas Brancaccio

Current Employers

Employment History

• 08/2016 → Present
  Lpl Financial Llc
  Harrison, NY
• 08/2016 → 03/2019
  Independent Financial Partners
  White Plains, NY
• 03/2019 → 09/2024
  Independent Advisor Alliance, Llc
  Harrison, NY
• 10/2024 → Present
  Moneco Advisors Dba Rightirement Wealth Partners
  Fairfield, CT

Previous Registrations

• 2019-03-05 → 2024-10-03
  Independent Advisor Alliance, Llc
  White Plains, NY
  Harrison, NY
• 2016-08-18 → 2019-03-19
  Independent Financial Partners
  White Plains, NY
  White Plains, NY
• 2012-01-30 → 2016-08-18
  Msi Financial Services, Inc.
  Stamford, CT
  Elmsford, NY
  White Plains, NY

Other Businesses

1. 08/08/2016: Rightirement Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 200 Hr/Mo; 99% Time Spent 2. 08/08/2016: BNC Agency - Property and Casualty - Investment Related - At Reported Business Location(s) - Started 09/2014 - 2 Hr/Mo; 0 Hours During Securities Trading; 2% Time Spent - Insurance broker refer business to BNC agency 3. 08/08/2016: William Brancaccio - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 25 Hr/Mo; 5 Hours During Securities Trading; 25% Time Spent - Fixed life and fixed annuity; IFP Insurance Corp 4. 2/3/2017: Bill Brancaccio Properties - Investment Related - 4 Driftwood Lane, Norwalk CT - Other-Business Owner - Started 01/15/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Co owner of real estate LLC. 5. 5/28/2019 - Independent Advisor Alliance - DBA: (Hybrid) Rightirement Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/16/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 5/28/2019 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 5/16/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 8/16/2019 - RWP Capital - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/30/2019 - 10 hrs/mo - 10 hrs during trading. 8. 6/3/2021 - No Business Name - Investment Related - Norwalk, CT 06855 - Real Estate Rental - Start Date: 4/1/2021 - 3 Hours Per Month/0 Hours During Securities Trading - Multifamily properties that are rented out. 9. 04/02/2024 - Brancaccio Properties - Other - Business Owner - Fairfield, CT - Start Date 01/15/2017 - 1 Hour Per Month/ 0 Hours During Trading 10. 11/18/2024 - Moneco Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - start date 10/01/2024 - 160 hrs/mo/ 8 hrs during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-28
• S63 Uniform Securities Agent State Law Examination
  2011-11-27

Designations

Other Names

• Bill Brancaccio