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William Joseph Lowrie

Pennington Partners & Co., LLC

Bethesda, MD

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Current Employers
Pennington Partners & Co., Llc

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-08
  • MD RA
    APPROVED
    Since 2023-06-08

Branch Locations

7500 Old Georgetown Road Suite 705, Bethesda, MD 20814 • 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
Not Employed, Student Wilton CT 06/2006 05/2019
Medallion Wealth Advisors, Llc Farmington CT 05/2017 06/2017
Ibm Armonk NY 01/2018 05/2018
Blackrock New York NY 06/2018 08/2018
Blackrock New York NY 07/2019 05/2023
Pennington Partners & Co, Llc Bethesda MD 05/2023 Present
  • 06/2006 → 05/2019
    Not Employed, Student
    Wilton, CT
  • 05/2017 → 06/2017
    Medallion Wealth Advisors, Llc
    Farmington, CT
  • 01/2018 → 05/2018
    Ibm
    Armonk, NY
  • 06/2018 → 08/2018
    Blackrock
    New York, NY
  • 07/2019 → 05/2023
    Blackrock
    New York, NY
  • 05/2023 → Present
    Pennington Partners & Co, Llc
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08
Other Names
  • Will Lowrie

View on SEC IAPD

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