Best Investors Account Sign in
Inactive

William Phillip Santillo

Total Wealth Planning And Management, Inc.

Ponte Vedra, FL

St Johns, FL

Claim This Profile
Current Employers
Total Wealth Planning And Management, Inc.

Ponte Vedra, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-24
  • FL RA
    APPROVED
    Since 2024-07-24

Branch Locations

Ponte Vedra, FL • United States

St Johns, FL • 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
Jp Morgan Chase Jacksonville FL 09/2008 04/2023
Total Wealth Planning And Management, Inc. St Johns FL 11/2023 Present
Unemployed/Retired St Johns FL 04/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-19
  • S65 Uniform Investment Adviser Law Examination
    2024-07-19

View on SEC IAPD

More in Ponte Vedra, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor