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William Jeffrey Watkinson

Watkinson Capital Advisors LLC

Berwyn, PA

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Current Employers
Watkinson Capital Advisors Llc

1273 E. Lancaster Ave, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-11-07
  • PA RA
    APPROVED
    Since 2017-11-07

Branch Locations

1273 E. Lancaster Ave, Berwyn, PA 19312 • 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
OrganizationCityStateFromTo
Profund Distributors, Inc. Bethesda MD 07/2010 05/2017
Watkinson Capital Advisors Llc Berwyn PA 09/2017 Present
Unemployed Dallas TX 05/2017 09/2017
  • 07/2010 → 05/2017
    Profund Distributors, Inc.
    Bethesda, MD
  • 09/2017 → Present
    Watkinson Capital Advisors Llc
    Berwyn, PA
  • 05/2017 → 09/2017
    Unemployed
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-10
S63 Uniform Securities Agent State Law Examination 2006-05-17
  • S65 Uniform Investment Adviser Law Examination
    2017-10-10
  • S63 Uniform Securities Agent State Law Examination
    2006-05-17
Other Names
  • W. Jeffrey Watkinson

View on SEC IAPD

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