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William R Purdy

Ventura Wealth Management

Yardley, PA

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Current Employers
Ventura Wealth Management

820 Township Line Road Suite 100, Yardley, PA 19067 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-01-25
  • NJ RA
    APPROVED
    Since 2017-01-25

Branch Locations

820 Township Line Road Suite 100, Yardley, PA 19067 • 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
Ventura Wealth Management Ewing NJ 12/2015 Present
American Portfolios Financial Services, Inc. Holbrook NY 10/2016 10/2024
Osaic Wealth, Inc. Yardley PA 10/2024 Present
  • 12/2015 → Present
    Ventura Wealth Management
    Ewing, NJ
  • 10/2016 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Yardley, PA
Other Businesses

American Portfolio (FINRA Member Broker/dealer) Registered representative 1-2 hours a week

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-06
  • S66 Uniform Combined State Law Examination
    2016-06-06
Designations

View on SEC IAPD

Other Firms

MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CROSSOVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick

Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

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