William Charles Meltzer

Current Employers

Employment History

• 10/2012 → 05/2017
  J.P. Morgan Securities Llc
  Verona, NJ
• 05/2017 → Present
  Lpl Financial Llc
  Paramus, NJ
• 05/2017 → 03/2023
  Private Portfolio Partners, Llc
  Paramus, NJ
• 03/2019 → 12/2020
  Gladstone Institutional Advisory Llc(Dba:GLadstone Wealth Group)
  Paramus, NJ

Previous Registrations

• 2017-05-22 → 2023-03-10
  Private Portfolio Partners, Llc
  Paramus, NJ
• 2019-10-17 → 2020-12-16
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Paramus, NJ
• 2012-10-01 → 2017-05-18
  J.P. Morgan Securities Llc
  Verona, NJ
• 2010-07-07 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  Verona, NJ
• 2009-06-01 → 2010-07-09
  Morgan Stanley
  Toms River, NJ
  Toms River, NJ
• 2007-05-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Toms River, NJ

Other Businesses

1. 5/18/2017 - Meltzer Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/15/2017 - 1 Hour Per Month During Securities Trading. 2. 3/21/2019 - Inc Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/20/2019 - 0 Hours Per Month.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-14
• S63 Uniform Securities Agent State Law Examination
  1985-10-02