William R Long

Current Employers

Employment History

• 08/2014 → 05/2018
  St. Thomas Aquinas High School
  Fort Lauderdale, FL
• 05/2018 → 01/2022
  Florida State University
  Tallahassee, FL
• 05/2020 → 01/2022
  Pop Tracker
  Montclair, NJ
• 05/2021 → 08/2021
  Screenvision Media
  New York, NY
• 05/2020 → 01/2021
  Carrotxchange
  New York, NY
• 01/2022 → 02/2026
  Fidelity Investments
  Boca Raton, FL
• 03/2025 → 02/2026
  Fidelity Investments
  Boston, MA
• 02/2026 → Present
  Osaic Wealth Inc
  Coral Springs, FL

Previous Registrations

• 2025-03-31 → 2026-03-05
  Strategic Advisers Llc
  Parkland, FL
  Boca Raton, FL
  Boston, MA
• 2024-09-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Parkland, FL
  Boca Raton, FL

Other Businesses

1. WILLIAM LONG FIXED INSURANCE POSITION: Agent- Insurance Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2026 ADDRESS: 7501 Wiles Road, #206, Coral Springs FL 33067, United States DESCRIPTION: Sales and service of fixed insurance and annuities 2. ROYAL PALM FINANCIAL GROUP III LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2026 ADDRESS: 10509 NW 67th ct, Parkland FL 33076-2981, United States DESCRIPTION: Handling accounting, banking, and bookkeeping for LLC entity. No financial services are provided.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-17
• S63 Uniform Securities Agent State Law Examination
  2022-04-22

Designations

Other Names

• William R Long
• William R Long