William Ensign Thompson

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Annapolis, MD
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Annapolis, MD
• 06/2011 → Present
  Real Estate
  Killington, VT
• 01/2014 → Present
  Long Financial Services, Inc
  Annapolis, MD

Other Businesses

(1)Name of Business: Calvary United Methodist Church Address: 301 Rowe Boulevard, Annapolis, MD, 21401, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend Finance Committee meetings every other month at the church and vote on issues. The committee proposes an annual budget and tracks expenditures against the budget. (2)Name of Business: Long Financial Services, Inc. Address: 170 Jennifer Rd Ste 140, Annapolis, MD, 21401, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Monitor client account activity and performance. Review client asset allocations and their risk profiles. Place trades. Communicate with clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-10-05
• S65 Uniform Investment Adviser Law Examination
  1994-06-24

Other Names

• Bill Thompson