William Brady Coughlin

Current Employers

Employment History

• 11/2023 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Knightdale, NC
• 05/2018 → 08/2018
  Forrest Hill Church
  Charlotte, NC
• 05/2017 → 08/2017
  Brio Tuscan Grille
  Charlotte, NC
• 03/2021 → 04/2021
  Yandeok Middle School
  Yandeok
• 08/2016 → 05/2017
  Myers Park High School
  Charlotte, NC
• 08/2017 → 05/2018
  Wheaton College
  Wheaton, IL
• 08/2018 → 02/2021
  Wheaton College
  Wheaton, IL
• 02/2021 → 08/2021
  Handong University
  Pohang
• 08/2021 → 10/2022
  Unemployed
  Raleigh, NC
• 10/2022 → 11/2023
  Bank Of America
  Knightdale, NC
• 01/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS
• 01/2026 → Present
  Green Vista Capital, Llc
  Winter Park, FL

Previous Registrations

• 2024-01-31 → 2026-01-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garner, NC
  New York, NY
  Knightdale, NC
  Raleigh, NC

Other Businesses

Investment Adviser Representative at Fortis Capital Advisors LLC d/b/a as Horizon Private Wealth where he is a founder and managing partner. The address of Horizon Private Wealth is 201 Riverplace, Suite 500, Greenville, SC 29601. The start date is January 14, 2026. Duties are advisor, and he spends 160 hours per month during normal trading hours and 20 hours per month outside of normal trading hours. This is investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-30

Other Names

• William B Coughlin