William P Peet

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-08-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Toledo	OH	10/2022	02/2023
Select Quote Insurance Services	Toledo	OH	08/2019	10/2022
Genoa Middle School	Genoa	OH	10/2018	01/2019
Transamerica Agency Network	Bellevue	OH	09/2017	08/2019
Transamerica Financial Advisors	Maumee	OH	06/2016	09/2017
Fifth Third Bank	Lambertville	MI	05/2023	Present
Fifth Third Securities	Lambertville	MI	03/2025	Present
Doordash	Toledo	OH	03/2023	04/2023

10/2022 → 02/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Toledo, OH
08/2019 → 10/2022

Select Quote Insurance Services

Toledo, OH
10/2018 → 01/2019

Genoa Middle School

Genoa, OH
09/2017 → 08/2019

Transamerica Agency Network

Bellevue, OH
06/2016 → 09/2017

Transamerica Financial Advisors

Maumee, OH
05/2023 → Present

Fifth Third Bank

Lambertville, MI
03/2025 → Present

Fifth Third Securities

Lambertville, MI
03/2023 → 04/2023

Doordash

Toledo, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-14
S63	Uniform Securities Agent State Law Examination	2025-06-14

Other Firms