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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-28
  • NY RA
    APPROVED
    Since 2026-08-28

Branch Locations

474 Fulton St, Brooklyn, NY 11201 • United States

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank Securities Inc New York NY 09/2018 03/2021
Pwm Central Mgmt (Affiliate Of Dbsi) New York NY 06/2016 09/2018
Colby College Waterville ME 09/2013 05/2017
Wildridge Securities Los Angeles CA 02/2026 07/2026
Union Group New York NY 03/2021 03/2023
Unemployed New York NY 03/2023 12/2023
Columbia Business School New York NY 01/2024 05/2025
Ojwb Llc New York NY 06/2025 07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 08/2026 Present
  • 09/2018 → 03/2021
    Deutsche Bank Securities Inc
    New York, NY
  • 06/2016 → 09/2018
    Pwm Central Mgmt (Affiliate Of Dbsi)
    New York, NY
  • 09/2013 → 05/2017
    Colby College
    Waterville, ME
  • 02/2026 → 07/2026
    Wildridge Securities
    Los Angeles, CA
  • 03/2021 → 03/2023
    Union Group
    New York, NY
  • 03/2023 → 12/2023
    Unemployed
    New York, NY
  • 01/2024 → 05/2025
    Columbia Business School
    New York, NY
  • 06/2025 → 07/2026
    Ojwb Llc
    New York, NY
  • 08/2026 → Present
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2019-03-06
  • S66 Uniform Combined State Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2019-03-06
Other Names
  • Will James Mcelroy
  • William Mcelroy
  • William James Mcelroy

View on SEC IAPD

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