William Vogel Bidwill

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-03-05
CA	RA	APPROVED	2018-01-24

TX RA
APPROVED

Since 2018-03-05
CA RA
APPROVED

Since 2018-01-24

Branch Locations

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Scottsdale	AZ	10/2017	Present
Arizona Country Club	Phoenix	AZ	05/2010	04/2017
Bethesda Holdings Ii	Denver	CO	06/2017	07/2017
Arizona State University	Phoenix	AZ	08/2015	08/2017
Unemployed	Paradise Valley	AZ	08/2017	10/2017
Bank Of America, N.A.	Scottsdale	AZ	04/2018	Present

10/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Scottsdale, AZ
05/2010 → 04/2017

Arizona Country Club

Phoenix, AZ
06/2017 → 07/2017

Bethesda Holdings Ii

Denver, CO
08/2015 → 08/2017

Arizona State University

Phoenix, AZ
08/2017 → 10/2017

Unemployed

Paradise Valley, AZ
04/2018 → Present

Bank Of America, N.A.

Scottsdale, AZ

Other Businesses

I*: 2052273 Entity Type: Charitable Organization Name of OBA: Lifewell Address: Phoenix, Arizona, Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/2024 Number of Hours: 2 hrs weekly Number of Hours during trading: 0 Duties: I will act as a Board Member of Lifewell. Lifewell was recently acquired by Terros Health, so it is an extension of my role at Terros Health

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-23

S66 Uniform Combined State Law Examination

2018-01-23

Other Names

William Bidwill

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