William Paul Boscow

Current Employers

Employment History

• 01/2016 → 09/2016
  Pacer Financial, Inc.
  Paoli, PA
• 01/2016 → 09/2016
  Pacer Advisors, Inc
  Paoli, PA
• 03/2017 → 08/2017
  Wealth Financial Advisory Services, Llc
  Buffalo Grove, IL
• 10/2016 → 10/2017
  United Advisors
  Buffalo Grove, IL
• 03/2017 → 10/2017
  Sgl Financial, Llc
  Buffalo Grove, IL
• 07/2018 → 02/2022
  Cabot Lodge Securities Llc
  New York, NY
• 07/2018 → 02/2022
  Cl Wealth Management Llc
  New York, NY
• 10/2017 → 06/2018
  Achaean Financial
  Lake Forest, IL
• 02/2022 → 06/2022
  Wildermuth Securities, Llc
  Ponte Vedra Beach, FL
• 02/2022 → 06/2022
  Asteria Wealth Llc
  Alpharetta, GA
• 07/2022 → 04/2024
  Arete Wealth Management Llc
  Chicago, IL
• 04/2024 → 02/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2026 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 03/2025 → 12/2025
  Self-Employed
  Wilmette, IL
• 10/2025 → 12/2025
  Advintro
  Dallas, TX
• 12/2025 → Present
  Reszi
  Dallas, TX

Previous Registrations

• 2024-04-26 → 2025-02-03
  Pks Advisory Services, Llc
  Albany, NY
  Wilmette, IL
• 2022-04-11 → 2022-06-08
  Asteria Wealth Llc
  Wilmette, IL
• 2018-07-10 → 2022-03-11
  Cl Wealth Management Llc
  Wilmette, IL
  Schaumburg, IL
• 2017-03-23 → 2018-07-02
  Sgl Financial, Llc
  Buffalo Grove, IL
• 2016-02-03 → 2016-10-04
  Pacer Advisors, Inc.
  Winnetka, IL
  Malvern, PA

Other Businesses

OUTSIDE INSURANCE SALES; INVESTMENT RELATED; WILMETTE, IL; PRODUCER/AGENT; ACTIVITY BEGAN 01/2026; I DEVOTE LESS THAN 2 HOURS PER MONTH ON THIS ACTIVITY WITH LESS THAN AN HOUR DURING TRADING HOURS; SERVE AS INSURANCE PRODUCER/SELLING AGENT. UNIVERSITY OF ND ALUMNI CLUB; NOT INVESTMENT RELATED; SOUTHBEND, IN; CHARITABLE ORGANIZATION; BOARD MEMBER; ACTIVITY BEGAN 06/2025; I DEVOTE APPX 6 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; LEAD COMMUNITY SERVICE COMMITTEE. ADVINTRO; INVESTMENT RELATED; WILMETTE, IL; FINTECH SOFTWARE SALES; CONSULTANT; ACTIVITY BEGAN 11/2025; I DEVOTE LESS THAN 2 HOURS PER MONTH TO THIS ACTIVITY WITH LESS THAN AN HOUR DURING TRADING HOURS; SERVE AS REFERAL SOURSE FOR ADVINTRO PORTFOLIO PLATFORM.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-14
• S66 Uniform Combined State Law Examination
  2016-02-11

Designations

Other Names

• Bill Boscow
• William Paul Boscow
• William Boscow