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William Durkin

Charles Schwab & Co., Inc.

Cary, NC

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-06-22
  • NC RA
    APPROVED
    Since 2021-06-22

Branch Locations

223 Weston Parkway, Cary, NC 27513 • 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 Cary NC 10/2018 06/2021
Cornell University Ithaca NY 08/2013 05/2018
Unemployed Bethesda MD 05/2018 10/2018
Peapack Gladstone Bank Bedminster NJ 06/2017 08/2017
Bank Of America, N.A. Cary NC 11/2018 06/2021
Charles Schwab & Co., Inc. Cary NC 06/2021 Present
Charles Schwab Bank, Ssb Cary NC 06/2021 Present
  • 10/2018 → 06/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cary, NC
  • 08/2013 → 05/2018
    Cornell University
    Ithaca, NY
  • 05/2018 → 10/2018
    Unemployed
    Bethesda, MD
  • 06/2017 → 08/2017
    Peapack Gladstone Bank
    Bedminster, NJ
  • 11/2018 → 06/2021
    Bank Of America, N.A.
    Cary, NC
  • 06/2021 → Present
    Charles Schwab & Co., Inc.
    Cary, NC
  • 06/2021 → Present
    Charles Schwab Bank, Ssb
    Cary, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-20
  • S66 Uniform Combined State Law Examination
    2019-03-20
Other Names
  • Will Durkin
  • William Durkin
  • William Robert Durkin

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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