William Keith Markel

Current Employers

Employment History

• 09/1995 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 09/2009 → 12/2020
  Bank Of America,Na
  Williamsville, NY
• 12/2020 → Present
  Snowden Lane Partners
  New York, NY

Previous Registrations

• 2004-08-11 → 2020-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
  Williamsville, NY
  Bonita Springs, FL
  Bonita Springs, FL

Other Businesses

I*117785 For profit or not for profit: For-Profit Organization Name of outside business organization: WLM LLC Investment related: N Address of business: East Aurora, New York 14052 Nature of business: LLC, Position, title, association: Officer, Start date of relationship: 10/1/2018 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am buying a sailboat to charter it is setup through an LLC for tax reasons there will be another company responsible for booking the charters and maintenance. I will be responsible for the expenses of the boat it will be a business for tax purposes I*123331 For profit or not for profit: For-Profit Organization Name of outside business organization: Farnsworth Florist Properties LTD. Investment related: Y Address of business: Buffalo, New York 14222 Nature of business: S-Corp, Position, title, association: Officer, Start date of relationship: 5/24/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is my mother's real estate holding co she is 91 years old and her lawyer wants me added to the corporation as vice president so if she becomes disabled I can sign documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-06
• S63 Uniform Securities Agent State Law Examination
  1985-03-18

Designations