William James Buehler

Current Employers

Employment History

• 07/2014 → 11/2018
  Summit Brokerage Services
  Richmond, VA
• 07/2014 → 11/2018
  Summit Financial Group
  Richmond, VA
• 11/2018 → 08/2023
  Lpl Financial, Llc
  Knoxville, TN
• 12/2023 → Present
  Nylife Securities Llc
  Knoxville, TN
• 07/2023 → Present
  New York Life Insurance Co
  Knoxville, TN
• 12/2023 → Present
  Eagle Strategies Llc
  Knoxville, TN

Previous Registrations

• 2018-11-28 → 2023-09-06
  Lpl Financial Llc
  Midlothian, VA
  Richmond, VA
  San Diego, CA
  New Bern, NC
  Knoxville, TN
• 2014-07-22 → 2018-12-19
  Summit Financial Group Inc
  Richmond, VA
• 2009-12-16 → 2014-07-23
  Signator Investors, Inc.
  Albany, NY
  Mechanicsville, VA
  Ashland, VA
• 2004-03-16 → 2009-12-21
  Securian Financial Services, Inc.
  Richmond, VA
  Midlothian, VA
• 2002-10-28 → 2004-03-03
  Principal Securities, Inc.
  Richmond, VA

Other Businesses

[CTB1 Executive search firm; My wife is president and ceo of CTB1, an executive search firm. I am secretary only to allow me management should she die or become incapacitated.; 1150 Appaloosa Way Knoxville TN 37922; Start Date: 11/2014; Role/Title: Officer; Not investment related; 0 hours per month; 0 hours per month during securities trading hours; Being secretary was recommended by our estate attorney so I could manage the company without court appointment should my wife become incapacitated or die.] [Buehler & Berryhill Financial Partners LLC; Independent Financial Services Firm; 250 Wylderose Dr. Midlothian VA 23113; Start Date: 12/2009; Role/ Title: Emeritus/ Retired Partner; Investment related; 0 hours per month; 0 hours per month during securities trading hours; No functions or responsibilities.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-25
• S63 Uniform Securities Agent State Law Examination
  1993-06-24

Designations

Other Names

• William James Buehler
• William James Buehler