William Cabot Potter Haggin

Current Employers

Employment History

• 04/2019 → 12/2022
  Hand Family Companies Llc
  Nashville, TN
• 07/2016 → 04/2019
  Amtote International Inc
  Lexington, KY
• 11/2022 → 04/2026
  Sunbelt Securities, Inc.
  Houston, TX
• 04/2026 → Present
  Kingswood Capital Partners
  Lexington, KY
• 04/2026 → Present
  Atlanta Consulting Group Advisors, Llc
  Lexington, KY

Previous Registrations

• 2023-04-18 → 2026-05-04
  Sunbelt Securities, Inc.
  Houston, TX
  Lexington, KY
  Houston, TX

Other Businesses

1) Atlanta Consulting Group,Is Not Investment Related,"450 Old Vine St Suite 310, , Lexington, KY, 40507, United States",Wealth Management,consultant,4/27/2026,40 hours per month,80 hours per month during trading hours,Commission Compensation,Private Wealth Management 2)Lexington Children's Museum Capital Campaign,Is Not Investment Related,"440 West Short St., , Lexington, KY, 40507, United States",Helping raise money for a new children's museum,Campaign Committee Member,1/1/2025,2 hours per month,0 hours per month during trading hours,Commission Compensation,Serving on a committee that helps raise money for a new children's museum 3) Idle Hour Country Club Membership Committee,Is Not Investment Related,"1815 Richmond Rd, , Lexington, KY, 40502, United States",Help review new members for a local country club,Committee Member,1/1/2025,2 hours per month,0 hours per month during trading hours,Commission Compensation,Help review new members for a local country club

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14
• S63 Uniform Securities Agent State Law Examination
  2022-12-27

Designations

Other Names

• William Haggin
• Cabot Haggin