William Edward Cartwright

Current Employers

Employment History

• 04/2011 → 07/2021
  Waddell & Reed Inc
  Oak Brook, IL
• 04/2011 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Hinsdale, IL
• 01/2019 → Present
  Triwealth Partners, Llc
  Downers Grove, IL
• 07/2021 → Present
  Lpl Financial, Llc
  Oak Brook, IL

Previous Registrations

• 2011-05-20 → 2021-07-21
  Waddell & Reed
  Anchorage, AK
  Savage, MN
  Chicago, IL
  Mokena, IL
  Oak Brook, IL

Other Businesses

1. 8/25/2021 - TriWealth Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/7/2021 - TriWealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019. 3. 12/7/2021 - TriWealth Partners LLC - Not Investment Related - Downers Grove, IL - Business Entity For Tax/Investment Purposes Only - Started 2019 - 40 Hours Per Month. 4. 1/7/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/27/2021 - 4 Hours Per Month During Securities Trading. 5. 08/22/2022 - Resource Brokerage, LLC. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 08/01/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 6. 02/20/2026 - WECII, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Oak Brook, IL - Start Date 12/01/2021 - 60 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-19
• S63 Uniform Securities Agent State Law Examination
  2006-04-20

Designations

Other Names

• Chip Cartwright
• William Edward Cartwright
• William Edward Cartwright Ii
• William Edward Cartwright
• William Cartwright