William Richard Ellis

Current Employers

Employment History

• 04/2015 → 01/2017
  Tommy's Grand Rapids
  Comstock Park, MI
• 03/2017 → 03/2019
  American United Life
  Grand Rapids, MI
• 03/2017 → 03/2019
  Oneamerica Securities
  Grand Rapids, MI
• 01/2017 → 03/2017
  Unemployed
  Grand Rapids, MI
• 04/2019 → 10/2019
  Sagepoint Financial, Inc.
  Byron Center, MI
• 10/2019 → 09/2020
  Securities Service Network, Inc.
  Hudsonville, MI
• 10/2019 → 09/2020
  Ssn Advisory Inc
  Hudsonville, MI
• 09/2020 → 12/2022
  Securities America, Inc.
  Hudsonville, MI
• 09/2020 → 12/2022
  Securities America Advisors, Inc.
  Hudsonville, MI
• 12/2022 → Present
  Lpl Financial Llc
  Hudsonville, MI

Previous Registrations

• 2020-09-18 → 2022-12-08
  Securities America Advisors, Inc.
  Hudsonville, MI
• 2019-10-08 → 2020-09-18
  Ssn Advisory, Inc.
  Hudsonville, MI
• 2019-04-09 → 2019-10-11
  Osaic Services, Inc.
  Byron Center, MI
• 2017-03-31 → 2019-03-29
  Oneamerica Securities, Inc.
  Grand Rapids, MI
• 2013-12-09 → 2015-04-10
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Other Businesses

1) 12/2022- VISION TAX PLANNING- Tax Prep/Accounting/CPA - Tax advisor- inv. related- 4675 32nd Ave, Suite 2, Hudsonville Ml 49426- start date 12/102019- 1hrs/mth 2) 12/2022- Vision Financial Advisory Corp - Business Entity For Tax/Investment Purposes Only- inv. related- Hudsonville Ml - start dat 9/30/2019 3) 12/2022- Vision Financial Advisory PC- DBA for LPL Business (entity for LPL business)- inv. related- Hudsonville Ml 4) 12/2022- Vision Financial Advisory - DBA for LPL Business (entity for LPL business)- inv. related- Hudsonville Ml 5) 12/2022- Vision Financial Advisory- Non-Variable Insurance- Agent selling Term, whole life - inv. related- Hudsonville, MI- start date 12/2022- 4hrs/mth 6) 10/28/2025 - Uetliberg Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Okemos, MI - Start Date 01/01/2025 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-12-05

Designations

Other Names

• Will Ellis
• Bill Ellis
• William Ellis
• William Richard Ellis