William Marsh

Current Employers

Employment History

• 05/2010 → Present
  Wells Fargo Advisors Financial Network Llc
  Sarasota, FL

Previous Registrations

• 2009-10-23 → 2010-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 2002-05-06 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Sarasota, FL
  Sarasota, FL
• 2001-12-31 → 2002-05-07
  Ubs Financial Services Inc.
  Raleigh, NC

Other Businesses

FUBAR CONSULTING, LLC, INV. RELATED, SARASOTA, FL. START: 7/18/18, 2 HOURS/MONTH, 0 DURING TRADING, WF FINET PRACTICE, LLC.| CAPSTAN FINANCIAL CONSULTING GROUP LLC, INV RELATED, SARASOTA, FL, 35.05% OWNERSHIP, START 5/7/2010, 20 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN FINANCIAL LEGACY LLC, INV RELATED, SARASOTA, FL, 45% OWNERSHIP, START 8/12/2022, 2 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN FINANCIAL HOLDINGS, LLC, INV RELATED, SARASOTA, FL, 35.05% OWNERSHIP, START 09/06/2022, 20 HOURS PER MONTH, 20 HOURS DURING TRADING, FINET PRACTICE.| CAPSTAN GROWTH PARTNERS LLC; INV RELATED; SARASOTA, FL; 22.35 OWNERSHIP; START DAT 03/28/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING; MERCHANT CASH AND STOCK AGREEMENT| MARSH GP, LLC; INV RELATED; SARASOTA, FL; USED TO SELL TO CAPSTAN GROWTH PARTNERS; 99% OWNERSHIP; START DATE 03/28/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; 34.05% OWNERSHIP; START DATE 05/02/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-12
• S63 Uniform Securities Agent State Law Examination
  1995-09-06

Designations

Other Names

• William Hill March
• William Hill Marsh
• Bill Marsh
• William Hill Marsh
• William Hill Marsh
• William H Marsh