William Brian Shorthill

Employer firm

Beacon Hill Investment Advisory, LLC CRD 148463

$91.7M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Beacon Hill Investment Advisory, Llc

6000 Venture Drive Suite B, Dublin, OH 43017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2012-07-18

OH RA
APPROVED

Since 2012-07-18

Branch Locations

6000 Venture Drive Suite B, Dublin, OH 43017 • 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

Organization	City	State	From	To
W.B. Shorthill & Associates, Llc	Reynoldsburg	OH	10/2008	Present
Beacon Hill Investment Advisory, Llc (148463)	Columbus	OH	06/2012	Present

10/2008 → Present

W.B. Shorthill & Associates, Llc

Reynoldsburg, OH
06/2012 → Present

Beacon Hill Investment Advisory, Llc (148463)

Columbus, OH

Previous Registrations

2012-07-18 → 2020-12-31

Beacon Hill Investment Advisory, Llc

Dublin, OH
2008-10-30 → 2012-12-07

W.B. Shorthill & Associates, Llc

Reynoldsburg, OH

Other Businesses

1-FPA CENTRAL OHIO, INVESTMENT RELATED, 470 OLDE WORTHINGTON ROAD, SUITE 200 WESTERVILLE, OHIO 43082, BOARD MEMBER, START DATE: 10/11/2011, 7 HRS MONTH, 4 HRS MONTH DURING SECURITIES TRADING HRS, HELP THE FPA PROVIDE SERVICES TO THE MEMBERSHIP THAT MEETS CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT REQUIREMENTS FOR CFP AND INSURANCE LICENSED MEMBERS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-02-09

S63 Uniform Securities Agent State Law Examination

1996-02-09

Designations

Certified Financial Planner

Other Names

Bill Shorthill

View on SEC IAPD