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Inactive

William M Bagnard

Pathstone

Los Angeles, CA

Englewood, NJ

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-11-03
  • CA RA
    APPROVED
    Since 2016-11-03

Branch Locations

2000 Avenue Of The Stars Suite 550-N, Los Angeles, CA 90067 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • 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
Pathstone Federal Street Los Angeles CA 11/2016 05/2018
Pathstone Los Angeles CA 05/2018 12/2024
Pathstone Los Angeles CA 01/2025 Present
Convergent Wealth Advisors Potomac MD 12/2015 11/2016
  • 11/2016 → 05/2018
    Pathstone Federal Street
    Los Angeles, CA
  • 05/2018 → 12/2024
    Pathstone
    Los Angeles, CA
  • 01/2025 → Present
    Pathstone
    Los Angeles, CA
  • 12/2015 → 11/2016
    Convergent Wealth Advisors
    Potomac, MD
Previous Registrations
  • 2015-01-08 → 2016-10-31
    Convergent Wealth Advisors, Llc
    Los Angeles, CA
  • 2014-06-19 → 2014-12-31
    Convergent Wealth Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-19
  • S65 Uniform Investment Adviser Law Examination
    2014-06-19
Designations
Other Names
  • Matthew Bagnard

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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