William D Olesinski

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Health Iq	Mountain View	CA	09/2016	01/2017
Groupware Tech	Campbell	CA	09/2015	09/2016
The Patio At Rudys	Palo Alto	CA	05/2012	10/2019
Jpmorgan Chase Bank, N.A.	Palo Alto	CA	08/2018	10/2019
J.P. Morgan Securities, Llc	Palo Alto	CA	08/2018	10/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Mateo	CA	10/2019	Present
Bank Of America, N.A.	San Mateo	CA	12/2019	Present
Fidelity Brokerage Services Llc	Palo Alto	CA	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2016 → 01/2017

Health Iq

Mountain View, CA
09/2015 → 09/2016

Groupware Tech

Campbell, CA
05/2012 → 10/2019

The Patio At Rudys

Palo Alto, CA
08/2018 → 10/2019

Jpmorgan Chase Bank, N.A.

Palo Alto, CA
08/2018 → 10/2019

J.P. Morgan Securities, Llc

Palo Alto, CA
10/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Mateo, CA
12/2019 → Present

Bank Of America, N.A.

San Mateo, CA
12/2021 → Present

Fidelity Brokerage Services Llc

Palo Alto, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2022-02-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA
2020-03-09 → 2021-12-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

San Mateo, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-06
S63	Uniform Securities Agent State Law Examination	2018-10-09

Other Firms