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William K Mccaffrey

Glassy Mountain Advisors, Inc.

Arlington, VA

Bethesda, MD

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Current Employers
Glassy Mountain Advisors, Inc.

7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-02-24
VA RA APPROVED 2023-02-24
  • MD RA
    APPROVED
    Since 2023-02-24
  • VA RA
    APPROVED
    Since 2023-02-24

Branch Locations

Arlington, VA • United States

7200 Wisconsin Avenue Suite 500, 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
Aim Advisors Raleigh NC 09/2021 09/2022
Glassy Mountain Advisors Bethesda MD 10/2022 Present
Unemployed Richmond VA 06/2021 08/2021
Virginia Tech Blacksburg VA 08/2017 05/2021
Self-Employed Blacksburg VA 05/2020 08/2020
Landmark Reclamation Co. Richmond VA 06/2017 08/2019
Student Richmond VA 09/2012 05/2017
  • 09/2021 → 09/2022
    Aim Advisors
    Raleigh, NC
  • 10/2022 → Present
    Glassy Mountain Advisors
    Bethesda, MD
  • 06/2021 → 08/2021
    Unemployed
    Richmond, VA
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 05/2020 → 08/2020
    Self-Employed
    Blacksburg, VA
  • 06/2017 → 08/2019
    Landmark Reclamation Co.
    Richmond, VA
  • 09/2012 → 05/2017
    Student
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-13
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13
Designations

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
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