William Lee Mehserle

Current Employers

Employment History

• 07/2016 → 01/2020
  Wells Fargo Advisors Financial Network, Llc.
  Venice, FL
• 01/2020 → 12/2020
  Fourthought Private Wealth
  Venice, FL
• 01/2021 → 04/2021
  Semi-Retired
  Venice, FL
• 06/2022 → 06/2026
  Ifp Securities Llc
  Tampa, FL
• 06/2022 → 06/2026
  Independent Financial Partners
  Tampa, FL
• 05/2021 → 08/2021
  Homrich Berg
  Atlanta, GA
• 09/2021 → 05/2022
  Semi-Retired
  Atlanta, GA
• 06/2026 → Present
  Pfs Signature Wealth Llc
  Tampa, FL

Previous Registrations

• 2022-08-22 → 2026-06-26
  Independent Financial Partners
  Tampa, FL
  Tampa, FL
• 2021-06-17 → 2021-08-31
  Homrich Berg
  Atlanta, GA
• 2020-05-07 → 2021-04-29
  Fourthought Private Wealth
  Venice, FL
• 2016-07-15 → 2020-02-18
  Wells Fargo Advisors Financial Network, Llc
  Venice, FL
• 2013-12-18 → 2016-07-15
  Wells Fargo Clearing Services, Llc
  Venice, FL

Other Businesses

(1) MEHSERLE WEALTH MANAGEMENT GROUP, LLC, PRESIDENT/MANAGER, INV. RELATED, FLORIDA, START: 10/13/13, 10 HOURS/MONTH, 2 HOURS DURING TRADING, PASS-THROUGH HOLDING COMPANY. (2) SLAYTON HOLDINGS, LLC. PRESIDENT/MANAGER. GEORGIA, START 05/2021, 1 HOURS/MONTH, 0 HOURS DURING TRADING, PASS-THROUGH HOLDING COMPANY. (3) University of Tampa - not investment related - 401 W. Kennedy Blvd., Tampa, FL - Education - Board Member - start date Aug. 14, 2024 - 1.5 hours/month - Board of Advisor Member for the University of Tampa Business School (4) ALWM LLC - not investment related - I am going to use this LLC to buy a duplex. The LLC will shelter me from liability risks. - owner - start date Aug 1, 2025 - One hour/month - Own a duplex. (5) Slayton Two LLC - not investment related - 2413 Bayshore Blvd #705 - Holding company for Real Estate - owner - start date Sep 24, 2025 - 2 hours/month - holding company (6) Tampa Bay Business Coalition for the Arts - not investment related - P.O. Box 559 Tampa, FL 33601 - Provide guidance in connecting business community to art community - Board member - start date Jan 1, 2026 - 1 hour/month (7) West Paces Hyde Park LLC - not investment related - 1405 W Swann Ave - real estate investment holding - indirect owner through co-ownership of Swann PRE LLC- start date May 1, 2026 - 1 hour/month - 0 hours during trading - co-owner of investment property lot.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-13

Designations

Other Names

• William Lee Mehserle