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William Richard Deacon

Mccollum Christoferson Group, LLC

Amherst, NY

CRD 2227302

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Employer firm

Mccollum Christoferson Group, LLC CRD 268812

$416M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Mccollum Christoferson Group, Llc

500 Corporate Parkway Suite 210, Amherst, NY 14226-1263 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-17
TX RA APPROVED 2017-01-25
  • NY RA
    APPROVED
    Since 2021-06-17
  • TX RA
    APPROVED
    Since 2017-01-25

Branch Locations

500 Corporate Parkway Suite 210, Amherst, NY 14226-1263 • 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
Mccollum Christoferson Group Llc Amherst NY 11/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-14
S63 Uniform Securities Agent State Law Examination 1994-06-03
  • S65 Uniform Investment Adviser Law Examination
    2000-09-14
  • S63 Uniform Securities Agent State Law Examination
    1994-06-03
Designations
  • Certified Financial Planner
Other Names
  • Bill Deacon

View on SEC IAPD

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