William Charles Moran

Current Employers

Employment History

• 06/1990 → Present
  William C Moran & Assoc Pc
  Williamsville, NY
• 02/2013 → 06/2024
  Securities America Inc
  Williamsville, NY
• 04/2013 → 06/2024
  Securities America Advisors, Inc.
  Williamsville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Previous Registrations

• 2021-08-12 → 2024-06-14
  Securities America Advisors, Inc.
  Williamsville, NY

Other Businesses

1.MYRON HUNT TRUST. -truSt.ee/lawyer -family estate plan trust. #HRS 1 SEC TRADE HRS 1 -11/24/2009 - 6500 Main St., Williamsville NY 14221 2.HUNT FAMILY TRUST. -truSt.ee/lawyer -family estate plan truSt. #HRS 1 SEC TRADE HRS 1 -3/8/2016 - 6500 Main St., Williamsville NY 14221 3. VAPEX LLC -mgr -family owned com INVEST. RELATED Yes #HRS 1 SEC TRADE HRS 1 -12/1/2016 - 6500 Main St., Williamsville NY 14221 4.MEDIAN SERVICES LLC -mgr -makes security investments INVEST. RELATED Yes #HRS 1 SEC TRADE HRS 1 -1/1/2010 - 6500 main St., Williamsville NY 14221 5.WILLIAM C. MORAN & ASSOCIATES PC -ATTORNEY -LAW PRACTICE -6/1/1990 - 6500 main St.. Ste 5, WILLIAMSVILLE NY 14221 6.WILLIAM AND DIANE HEIN FOUNDATION -BOARD MEMBER -HEIN FOUNDATION, CHARITABLE FOUNDATION -4/28/1995 - 207 VILLAGE POINTE, WILLIAMSVILLE NY 14221 7.WILLIAM C. MORAN -ADVISOR -SECURITIES AMERICA ADVISORS, INC. - Investment Advisory INVEST. RELATED Yes -4/2013 - 25 CALIFORNIA DR, WILLIAMSVILLE NY 14221 8.MAIN STREET CAPITAL LLC -mgr -Investment in marketable securities INVEST. RELATED Yes #HRS 1 SEC TRADE HRS 1 -11/2015 - 6500 main St., Williamsville NY 14221 9.WINDST.ONE PROPERTIES LLC -mgr -This company makes securities investment through SAI INVEST. RELATED Yes #HRS 1 SEC TRADE HRS 1 -1/2016 - 6500 Main St., Williamsville NY 14221 10.MORNINGST.AR CHARITABLE LEAD ANNUITY TRUST. -truSt.ee -TruSt.ee of charitable lead trust. for an immediate family member #HRS 1 SEC TRADE HRS 1 -12/2020 -87 Wiltshire rd., Williamsville NY 14221 11.TRUST. UNDER WILL O. KAHLE -truSt.ee -TruSt.ee #HRS 1 SEC TRADE HRS 1 -2/1988 -6500 main St. Ste 5, Williamsville NY 14221 12.DOROTHY C. HAUSLE TRUST. -truSt.ee -truSt.ee #HRS 1 SEC TRADE HRS 1 -9/1998 -6500 main St. Ste 5, Williamsville NY 14221 13.WINDST.ONE PROPERTIES LLC -manager -This company makes securities investments through Securities America INVEST. RELATED Yes #HRS 1 SEC TRADE HRS 1 -1/1/2016 -6500 Main St., Williamsville NY 14221 -this company holds marketable securities in a SAI account 14.TRUST. FBO KAREN REUTHER -truSt.ee -TruSt.ee #HRS 1 SEC TRADE HRS 1 -4/20/2023 -6500 Main St. Ste 5, Williamsville NY 14221 -Provide advice, counsel and management as truSt.ee 15.TRUST. FBO LISA FARRELL -truSt.ee -TruSt.ee #HRS 1 SEC TRADE HRS 1 -4/20/2023 -6500 main St. Ste 5, Williamsville NY 14221 -provide advice, counsel and management as truSt.ee 16.FUTURE CONTINGENT FIDUCIARY APPOINTMENTS -executor & truSt.ee -Contingent future fiduciary appointments #HRS 1 SEC TRADE HRS 1 -1/1/24 -6500 Main St. St.e 5, Williamsville NY 14221 17.WILLIAM C. MORAN POSITION: ADVISOR NATURE: OSAIC WEALTH, INC. - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Start Date: 04/2013 - Located at 25 CALIFORNIA DR, WILLIAMSVILLE, NY 14221 INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2013 ADDRESS: 25 CALIFORNIA DR., WILLIAMSVILLE NY 14221 DESCRIPTION: ADVISORY BUSINESS

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-23

Other Names

• Bill Moran