William Patrick Zoromski

Current Employers

Employment History

• 07/2001 → Present
  Ohio National Life Insurance
  Cincinnati, OH
• 02/2011 → 01/2024
  Sagepoint Financial Advisors
  Wausau, WI
• 09/2023 → 01/2024
  Osaic Wealth, Inc.
  Wausau, WI
• 01/2024 → Present
  Lpl Financial Llc
  Wausau, WI

Previous Registrations

• 2023-09-01 → 2024-01-11
  Osaic Wealth, Inc.
  Wausau, WI
• 2011-02-09 → 2023-09-01
  Osaic Services, Inc.
  Wausau, WI
• 2005-04-11 → 2011-03-31
  Equity Design Advisors, Llc
  Wausau, WI
• 2004-02-05 → 2004-12-09
  Steele Capital Management, Inc.
  Wausau, WI

Other Businesses

1) 01/08/2024 - Four Way Properties LLC / Real Estate Rental / Inv. Related / Wausau, WI / Start date 09/01/2001 - 2 Hrs per month - 1 % Time Spent 2) 01/08/2024 - Equity Design Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 01/08/2024 - Equity Design Group / Non-Variable Insurance / Inv. Related / At Reported Business Location(s)/ Start date 01/01/1995 - 8 Hrs per month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-22
• S63 Uniform Securities Agent State Law Examination
  1995-01-27

Other Names

• William P Zoromski
• William Patrick Zoromski
• William Zoromski