William C Guthrie

Current Employers

Employment History

• 06/2014 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2012 → 02/2021
  Bank Of America, N.A.
  Bradenton, FL
• 03/2021 → 05/2022
  Community First Credit Union
  Neptune Beach, FL
• 03/2021 → 05/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2022 → 11/2024
  Petros Financial Group (D.b.a.)
  Jacksonville, FL
• 07/2022 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 10/2022 → Present
  Jl Smith Holistic Wealth Management D.b.a. For Advisory Business
  Jacksonville, FL

Previous Registrations

• 2022-06-03 → 2023-01-13
  Petros Advisory Services, Llc
  Jacksonville, FL
• 2021-03-02 → 2022-05-05
  Cuso Financial Services, L.P.
  Neptune Beach, FL
• 2014-08-22 → 2021-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Bradenton, FL
  Bradenton, FL
  Bradenton, FL
  Jacksonville, FL

Other Businesses

1) Mr. Guthrie is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Guthrie spends approx. 10 hrs/week during trading hours on this activity. 2) Mr. Guthrie is a member of the American Financial Education Alliance (AFEA) of Concord, NC. Mr. Guthrie conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars and no compensation from AFEA is received. Mr. Guthrie spends approximately 5 hours per month on this activity, none during security trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-21

Designations

Other Names

• William Clifford Guthrie
• William C Guthrie
• William Clifford Guthrie