William Clyde Mcmorran

Current Employers

Employment History

• 05/2004 → Present
  Newedge Securities, Llc
  Philadelphia, PA
• 05/2004 → 11/2021
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2004-05-04 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Los Angeles, CA
  Pittsburgh, PA
  Los Angeles, CA
• 1997-07-08 → 2004-05-04
  Fdx Advisors, Inc.
  Los Angeles, CA

Other Businesses

1)WILLIAM C. MCMORRAN & ASSOCIATES, INC(DBA,GREEN OAK CONSULTING/AKA MCMORRAN, INC)~NON INVESTMENT RELATED~LOS ANGELES, CA 90068~JUNE 1984~CONSULTING BUSINESS~PRESIDENT & CEO~40HRS PER MONTH~40HRS PER MONTH DURING MARKET~CONSULTANT TO NOT-FOR-PROFIT ORGANIZATIONS - - - - - - - - - - 2)GREEN OAK CHARITABLE ADMINISTRATORS, LLC~ NON INVESTMENT RELATED~LOS ANGELES, CA 90068~GIFT ADMINISTRATION~100% OWNER~AUGUST 2003~15HRS PER MONTH~5HRS PER MONTH DURING MARKET~CHARITABLE GIFT ADMINISTRATION - - - - - - - - - 3)FIXED/TERM INSURANCE SALES~NON INVESTMENT RELATED~LOS ANGELES, CA 90068~UNSOLICITED FIXED/TERM LIFE SALES~AGENT~1985~1HR PER MONTH~0HRS PER MONTH DURING MARKET~PROVICDE SIMPLE FIXED/TERM LIFE INSURANCE POLICY OPTIONS TO FRIENDS AND FAMILY 4.Hollywood HOA Board of Directors*No Invest*L.A. CA *Board member/Treasurer*Homeowner Association*7/1/23*1-2 Hrs per mnth/0 trade*Attend board meetings, review finances in coordination w/ property management firm 5. Mr. McMorran conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Green Oak Consulting Group. Mr. McMorran is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 6. Mr. McMorran is a registered representative with NewEdge Securities, LLC ("NES"). Member FINRA/SIPC. In such capacity, he may sell securities through NES and receive normal and customary commissions as a result of such purchases and sales. The client is under no obligation to purchase or sell securities on a commissionable basis. In addition, he may receive other compensation such as mutual fund or money market 12b-1 fees and variable annuity trails. The potential for receipt of commissions and other compensation gives an incentive to recommend investment products based on the compensation received, rather than on the client's needs. To address this, disclosure is made to the client at the time a brokerage account is opened through NES, identifying the nature of the transaction or relationship, the role to be played by NES and Mr. McMorran, and any compensation (e.g., commissions, 12b-1 fees) to be paid by the client and/or received by the registered representative.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-05-25

Other Names

• William C Mcmorran
• Bill Mcmorran