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William Portage Schwemlein

LPl Financial LLC

Lake Buena Vista, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-26
  • FL RA
    APPROVED
    Since 2025-02-26

Branch Locations

1675 Buena Vista Drive, Lake Buena Vista, FL 32830 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 04/2020 04/2024
Suntrust Now Truist Lake Mary FL 11/2019 04/2020
Wps Nutrition Llc Deland FL 07/2015 08/2020
Bank Of America, N.A. Lake Mary FL 07/2020 04/2024
Partners Federal Credit Union Lake Buena Vista FL 04/2024 Present
Lpl Financial Lake Buena Vista FL 04/2024 Present
  • 04/2020 → 04/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lake Mary, FL
  • 11/2019 → 04/2020
    Suntrust Now Truist
    Lake Mary, FL
  • 07/2015 → 08/2020
    Wps Nutrition Llc
    Deland, FL
  • 07/2020 → 04/2024
    Bank Of America, N.A.
    Lake Mary, FL
  • 04/2024 → Present
    Partners Federal Credit Union
    Lake Buena Vista, FL
  • 04/2024 → Present
    Lpl Financial
    Lake Buena Vista, FL
Previous Registrations
Other Businesses

1- 03/2024 / Partners Retirement and Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2020-08-07
Other Names
  • William Schwemlein

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL MANAGEMENT NETWORK INC
GOOD LIFE ADVISORS, LLC
BLACK RAVEN INVESTMENTS, LLC
TORI
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

JOSHUA WAYNE WYATT
DANIELLE GUZMAN
JANICE ADELAIDE RATHMAN
ISRAEL NORIEGA
JOSE ANTONIO LOPEZ RODRIGUEZ
MATTHEW SCOTT MERWIN
BRAD JOSEPH SCHNEIDER
JULIUS EDWIN LORD

Other Offices

LPL FINANCIAL LLC · ORLANDO, FL
TRUIST ADVISORY SERVICES, INC. · CELEBRATION, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CELEBRATION, FL
FINANCIAL MANAGEMENT NETWORK INC · ORLANDO, FL
GOOD LIFE ADVISORS, LLC · CELEBRATION, FL
BLACK RAVEN INVESTMENTS, LLC · CELEBRATION, FL
TORI · CELEBRATION, FL
LPL FINANCIAL LLC · CELEBRATION, FL

More in Lake Buena Vista, FL

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