William Steven Mcarthur

Current Employers

J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-21
NM	RA	APPROVED	2018-05-14

TX RA
APPROVED

Since 2025-10-21
NM RA
APPROVED

Since 2018-05-14

Branch Locations

Santa Fe, NM • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
Geneos Wealth Management, Inc.	Santa Fe	NM	05/2008	05/2018
Mcarthur & Co Financial Services	Santa Fe	NM	05/2008	Present
J.W. Cole Financial, Inc.	Tampa	FL	05/2018	Present
J.W. Cole Advisors, Inc.	Tampa	FL	05/2018	Present

05/2008 → 05/2018

Geneos Wealth Management, Inc.

Santa Fe, NM
05/2008 → Present

Mcarthur & Co Financial Services

Santa Fe, NM
05/2018 → Present

J.W. Cole Financial, Inc.

Tampa, FL
05/2018 → Present

J.W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

2008-05-15 → 2018-05-15

Geneos Wealth Management, Inc.

Englewood, CO

Santa Fe, NM
2004-01-01 → 2008-05-23

Voya Financial Advisors, Inc.

Santa Fe, NM

Santa Fe, NM
2002-10-23 → 2004-01-01

Locust Street Securities, Inc.

Santa Fe, NM

Other Businesses

1)DBA:OWNER OF MCARTHUR & CO FINANCIAL SERVICES BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT AGENT WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3)HOME-BASED CARE PROVIDER. 4)GPS FINANCIAL SERVICE SYSTEM-REPORTING SYSTEM AUTHOR/OWNER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-04-21

S63 Uniform Securities Agent State Law Examination

1986-04-21

Designations

Other Names

Bill Mcarthur

View on SEC IAPD