William Dyer Fendley

Current Employers

Employment History

• 12/2003 → 12/2022
  Cantella&Co Inc
  Malden, MA
• 12/2022 → 03/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → 03/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2003 → 12/2022
  Cantella & Co., Inc.
  Malden, MA
• 03/2023 → Present
  Lpl Financial Llc
  Ellington, CT
• 03/2023 → Present
  Gateway Wealth Partners, Llc
  Ellington, CT

Previous Registrations

• 2003-12-19 → 2023-04-11
  Cantella & Co., Inc.
  Ellington, CT
  Tyngsboro, MA
  Malden, MA
  Ellington, CT
  Malden, MA
• 2022-12-08 → 2023-04-03
  Cambridge Investment Research Advisors, Inc.
  Gilbert, AZ
  Ellington, CT
• 1995-11-30 → 2004-01-05
  Morgan Stanley Dw Inc.
  Hartford, CT

Other Businesses

1. 03/13/2023 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/20/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 2. 03/13/2023 - No Business Name - Investment Related - 3 Hemlock Trail Ellington CT 06029 - Non-Variable Insurance - Start Date - 02/27/2023 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% 3. 03/13/2023 - MERCURY WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/27/2023 - 1 Hours Per Month/1 Hours During Securities Trading - Time Spent 1% 4. 3/20/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/20/2023 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/20/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 03/20/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-02
• S63 Uniform Securities Agent State Law Examination
  1985-11-04