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Morris Plains, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-17 |
| MD | RA | APPROVED | 2023-05-15 |
| NY | RA | APPROVED | 2023-04-26 |
| PA | RA | APPROVED | 2022-08-04 |
| MN | RA | APPROVED | 2014-03-03 |
| NJ | RA | APPROVED | 2014-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wjl Financial Advisors, Llc | Morris Plains | NJ | 10/2013 | Present |
Name - William LaChance Business - Insurance Agent Address 13 Higbie Way Morris Plains NJ 07950 Sole Proprietor Started 7/14/2015 Approximately ten hours per month Approximately ten hours per month during securities trading hours Duties involve selling health and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
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