William Joseph Cangeme

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-05-19

FL RA
APPROVED

Since 2022-05-19

Branch Locations

12510 South Highway 301, Lutz, FL 33549 • United States

2367 East Gulf To Lake Highway, Inverness, FL 34453 • United States

217 W Belt Ave, Bushnell, FL 33513 • United States

18915 Cortez Blvd, Brooksville, FL 34601 • 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

Organization	City	State	From	To
Ernst And Young Llp	Tampa	FL	02/2016	10/2016
Morgan Stanley	Temple Terrace	FL	10/2016	04/2017
Invest Financial Corp	Tampa	FL	04/2017	02/2018
Capital City Bank	Spring Hill	FL	04/2017	06/2019
Lpl Financial Llc	Citrus Springs	FL	02/2018	06/2019
Cuna Brokerage Services, Inc.	Waverly	IA	06/2019	Present
Suncoast Cu	Tampa	FL	06/2019	Present
Lpl Financial Llc	Inverness	FL	05/2022	Present

02/2016 → 10/2016

Ernst And Young Llp

Tampa, FL
10/2016 → 04/2017

Morgan Stanley

Temple Terrace, FL
04/2017 → 02/2018

Invest Financial Corp

Tampa, FL
04/2017 → 06/2019

Capital City Bank

Spring Hill, FL
02/2018 → 06/2019

Lpl Financial Llc

Citrus Springs, FL
06/2019 → Present

Cuna Brokerage Services, Inc.

Waverly, IA
06/2019 → Present

Suncoast Cu

Tampa, FL
05/2022 → Present

Lpl Financial Llc

Inverness, FL

Previous Registrations

2019-06-24 → 2022-05-24

Cuna Brokerage Services, Inc.

Tampa, FL

Bushnell, FL

Inverness, FL

Crystal River, FL

Brooksville, FL

Waverly, IA
2018-02-14 → 2019-06-20

Lpl Financial Llc

Spring Hill, FL

Brooksville, FL

Brooksville, FL

Inverness, FL

Floral City, FL

Citrus Springs, FL

Inglis, FL

Crystal River, FL
2017-05-08 → 2018-02-15

Invest Financial Corporation

Spring Hill, FL

Brooksville, FL

Brooksville, FL

Appleton, WI

Inverness, FL

Floral City, FL

Citrus Springs, FL

Inglis, FL

Crystal River, FL
2016-10-20 → 2017-04-19

Morgan Stanley

Tampa, FL
2016-04-11 → 2016-10-19

Ernst & Young Investment Advisers Llp

Tampa, FL
2014-08-12 → 2015-03-19

Allstate Financial Advisors, Llc

Land O Lakes, FL
2013-06-06 → 2014-07-31

Valic Financial Advisors, Inc.

Boca Raton, FL
2012-11-29 → 2013-04-09

First Command Brokerage Services, Inc.

Tampa, FL
2012-08-09 → 2012-09-10

Edward Jones

Land O Lakes, FL

St Louis, MO

Other Businesses

1)05/18/2022 - Suncoast Investment Services-Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Suncoast CU- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date - 6/2019- 160 Hours Per Month/ 160 Hours During Securities Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-07

S66 Uniform Combined State Law Examination

2012-08-07

View on SEC IAPD