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William Mccartney Wilson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-14
DC RA APPROVED 2022-06-24
  • TX RA
    APPROVED
    Since 2022-07-14
  • DC RA
    APPROVED
    Since 2022-06-24

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Washington DC 05/2019 Present
The Catholic University Of America Washington DC 08/2018 05/2019
Kabler Thomas Financial Group Johnstown PA 06/2018 08/2018
Dc Reads Washington DC 09/2016 06/2018
Bishop Mccort High School Johnstown PA 08/2012 09/2016
Bank Of America, N.A. Washington DC 10/2022 Present
  • 05/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Washington, DC
  • 08/2018 → 05/2019
    The Catholic University Of America
    Washington, DC
  • 06/2018 → 08/2018
    Kabler Thomas Financial Group
    Johnstown, PA
  • 09/2016 → 06/2018
    Dc Reads
    Washington, DC
  • 08/2012 → 09/2016
    Bishop Mccort High School
    Johnstown, PA
  • 10/2022 → Present
    Bank Of America, N.A.
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-17
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-06-17
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15
Other Names
  • Billy Mccartney Wilson
  • William Mccartney Wilson Iii
  • William Wilson

View on SEC IAPD

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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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