William Lewis

Current Employers

Employment History

• 07/1986 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilkes Barre, PA
• 06/2011 → 11/2020
  Bank Of America, N.A.
  Wilkes-Barre, PA
• 11/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wilkes-Barre, PA

Previous Registrations

• 2006-01-05 → 2020-11-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilkes-Barre, PA
  Wilkes Barre, PA

Other Businesses

NOTARY PUBLIC, NOT INVT RELATED, PITTSTON, PA, NOTARY, START DATE 11/23/2020, 1/4 HRS PER MONTH, 0 HRS DURING TRADING, NOTARY. WV RESEARCH INC, INVT RELATED, PITTSTON, PA, 100% OWNERSHIP, START DATE 11/23/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. WMLL RESEARCH, LLC, INVT RELATED, PITTSTON, PA, 60% OWNERSHIP, START DATE 11/23/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. LUZERNE COUNTY COMMUNITY COLLEGE; NOT INV. RELATED; NANTICOKE, PA; BOARD OF TRUSTEES; START DATE 2/20/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: SET ACADEMIC POLICY, HIRE AND FIRE COLLEGE PRESIDENT; VOTE ON COLLEGE'S ANNUAL BUDGET AND VOTE TO CONFER ACADEMIC DEGREES ON QUALIFIYING STUDENTS. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS. PEARL S. BUCK INTERNATIONAL, INC.; INV RELATED; PERKASIE,PA; BOARD OF DIRECTORS; START DATE: 02/15/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-14
• S63 Uniform Securities Agent State Law Examination
  1986-10-09

Other Names

• Bill Lewis
• William V Lewis