William Ebersold

Current Employers

Employment History

• 12/2022 → 07/2023
  Ameriprise Financial Services, Llc
  Cranston, RI
• 06/2020 → 04/2022
  People's United Bank
  Williston, VT
• 04/2022 → 08/2022
  M&T Bank
  Williston, VT
• 06/2019 → 09/2019
  People's United Bank
  Wethersfield, CT
• 06/2018 → 09/2018
  Main Street Financial Group
  Waterbury, CT
• 08/2022 → 12/2022
  Unemployed
  Narragansett, RI
• 09/2018 → 06/2019
  Roger Williams University
  Bristol, RI
• 09/2019 → 06/2020
  Roger Williams University
  Bristol, RI
• 01/2013 → 06/2018
  Public School System
  Glastonbury, CT
• 09/2023 → Present
  Lpl Financial Llc
  Providence, RI
• 07/2023 → 09/2023
  Unemployed
  Narragansett, RI
• 09/2023 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Providence, RI

Previous Registrations

• 2023-09-13 → 2024-07-04
  Global Retirement Partners Llc
  Providence, RI
  San Rafael, CA
• 2023-04-10 → 2023-07-17
  Ameriprise Financial Services, Llc
  Cranston, RI

Other Businesses

1) 08/28/2023 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/25/2023 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date 09/11/2023 - 160 Hours Per Month/ 8 Hours During Trading 3) 06/11/2026 - WELLth Advisory Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/13/2024 - 160 hours per month/ 150 hours during trading - I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10

Other Names

• William Luke Ebersold