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William John Watkinson

Watkinson Capital Advisors LLC

Berwyn, PA

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Current Employers
Watkinson Capital Advisors Llc

1273 E. Lancaster Ave, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-11-13
  • PA RA
    APPROVED
    Since 2009-11-13

Branch Locations

1273 E. Lancaster Ave, Berwyn, PA 19312 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Watkinson Capital Advisors Llc Radnor PA 09/2009 Present
Previous Registrations
  • 2009-11-13 → 2012-05-22
    Watkinson Capital Advisors Llc
    Berwyn, PA
  • 2009-05-14 → 2009-09-04
    Uvest Financial Services Group, Inc.
    Wayne, PA
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-04
S63 Uniform Securities Agent State Law Examination 1982-09-23
  • S65 Uniform Investment Adviser Law Examination
    2009-08-04
  • S63 Uniform Securities Agent State Law Examination
    1982-09-23
Other Names
  • Bill Watkinson

View on SEC IAPD

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