Inactive

William Thomas Cole

Ac Wealth Partners

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Current Employers

Ac Wealth Partners

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-09-25

PA RA
APPROVED

Since 2023-09-25

Branch Locations

1000 Chesterbrook Boulevard Suite 102, 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

Organization	City	State	From	To
Fidelity Investments	Marlton	NJ	08/2012	01/2018
Brinker Capital	Berwyn	PA	01/2018	06/2022
Divisional Vp, Wa Portfolio Consultant	Omaha	NE	01/2022	06/2022
Ategenos Capital, Llc	Berwyn	PA	06/2022	Present

08/2012 → 01/2018

Fidelity Investments

Marlton, NJ
01/2018 → 06/2022

Brinker Capital

Berwyn, PA
01/2022 → 06/2022

Divisional Vp, Wa Portfolio Consultant

Omaha, NE
06/2022 → Present

Ategenos Capital, Llc

Berwyn, PA

Previous Registrations

2022-01-14 → 2022-06-10

Orion Portfolio Solutions, Llc

Omaha, NE

Berwyn, PA
2020-10-16 → 2021-12-31

Orion Portfolio Solutions, Llc

Omaha, NE
2018-01-26 → 2020-10-16

Brinker Capital Inc

Berwyn, PA
2012-08-20 → 2018-01-29

Strategic Advisers Llc

Marlton, NJ
2006-08-02 → 2012-08-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-01

S66 Uniform Combined State Law Examination

2006-08-01

Designations

Other Names

William Richard Cole
William Cole
Todd Cole

View on SEC IAPD

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ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

CREATIVE PLANNING · Berwyn, PA

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MORGAN STANLEY · Berwyn, PA

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