William Joel Haney

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Little Rock	AR	09/2017	07/2019
Bank Of America	Bentonville	AR	09/2017	07/2019
At&T	Atlanta	GA	07/2017	10/2017
Northwestern Mutual	Fayetteville	AR	06/2016	07/2017
Edward Jones	St.LOuis	MO	07/2019	05/2020
University Of Arkansas	Fayetteville	AR	08/2013	05/2017
Cerner	Kansas City	MO	05/2020	12/2021
Fidelity Investments	Okemos	MI	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2017 → 07/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Little Rock, AR
09/2017 → 07/2019

Bank Of America

Bentonville, AR
07/2017 → 10/2017

At&T

Atlanta, GA
06/2016 → 07/2017

Northwestern Mutual

Fayetteville, AR
07/2019 → 05/2020

Edward Jones

St.LOuis, MO
08/2013 → 05/2017

University Of Arkansas

Fayetteville, AR
05/2020 → 12/2021

Cerner

Kansas City, MO
12/2021 → Present

Fidelity Investments

Okemos, MI
03/2025 → Present

Fidelity Investments

Boston, MA

2022-02-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2019-07-16 → 2020-05-05

Edward Jones

Little Rock, AR
2018-11-23 → 2019-07-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Little Rock, AR

Little Rock, AR

Little Rock, AR

New York, NY

Little Rock, AR

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-21

Other Firms