Inactive

William Harold Mcclure

Cwa Asset Management Group

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Current Employers

Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-08-10

FL RA
APPROVED

Since 2018-08-10

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • 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
Investment Advisor Institue/Dynalogic	Naples	FL	06/2015	01/2018
Capital Wealth Advisors	Naples	FL	02/2018	Present

06/2015 → 01/2018

Investment Advisor Institue/Dynalogic

Naples, FL
02/2018 → Present

Capital Wealth Advisors

Naples, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-08-07

S65 Uniform Investment Adviser Law Examination

2018-08-07

Other Names

William Harold Mcclure Iii

View on SEC IAPD

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Other Investors

JENNIFER ERNA MCMANUS

SAEGER CAY OLSEN

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Manuel Espinosa

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DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

J.P. MORGAN SECURITIES LLC · NAPLES, FL

SYNOVUS SECURITIES, INC. · NAPLES, FL

LPL FINANCIAL LLC · NAPLES, FL

CAPITAL WEALTH PLANNING, LLC · NAPLES, FL

AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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