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William Mortimer Conlan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Kingstown, RI

Providence, RI

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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 2025-11-10
RI RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-11-10
  • RI RA
    APPROVED
    Since 2025-09-05

Branch Locations

6725 Post Rd, North Kingstown, RI 02852 • United States

814 Hope St, Providence, RI 02906 • 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 North Kingstown RI 06/2025 Present
Citizens Bank Johnston RI 02/2023 06/2025
Unemployed Seymour CT 08/2022 01/2023
Bryant University Smithfield RI 08/2021 08/2022
Bryant University Smithfield RI 09/2017 05/2021
Ace Hardware Oxford CT 04/2020 09/2020
Seymour High School Seymour CT 09/2013 06/2017
Brownson Country Club Shelton RI 04/2016 08/2020
Bank Of America, N.A. North Kingstown RI 09/2025 Present
  • 06/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Kingstown, RI
  • 02/2023 → 06/2025
    Citizens Bank
    Johnston, RI
  • 08/2022 → 01/2023
    Unemployed
    Seymour, CT
  • 08/2021 → 08/2022
    Bryant University
    Smithfield, RI
  • 09/2017 → 05/2021
    Bryant University
    Smithfield, RI
  • 04/2020 → 09/2020
    Ace Hardware
    Oxford, CT
  • 09/2013 → 06/2017
    Seymour High School
    Seymour, CT
  • 04/2016 → 08/2020
    Brownson Country Club
    Shelton, RI
  • 09/2025 → Present
    Bank Of America, N.A.
    North Kingstown, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04
Other Names
  • Bill Conlan
  • Billy Conlan
  • William Conlan

View on SEC IAPD

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CITIZENS SECURITIES, INC.
TRUEFOCUS FINANCIAL PARTNERS
EDWARD JONES
CORNERSTONE FINANCIAL MANAGEMENT LLC
WICKFORD WEALTH MANAGEMENT, LLC

Other Investors

KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD
PAUL JOHN DI PALMA
Ricardo Almedia Jesuino
MARY KATHRYN KONETZNY
JONATHAN M ULLMAN
Kimberly Beth Holmes

Other Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI
CITIZENS SECURITIES, INC. · NORTH KINGSTOWN, RI
TRUEFOCUS FINANCIAL PARTNERS · NORTH KINGSTOWN, RI
EDWARD JONES · North Kingstown, RI
CORNERSTONE FINANCIAL MANAGEMENT LLC · North Kingstown, RI
WICKFORD WEALTH MANAGEMENT, LLC · NORTH KINGSTOWN, RI

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