William J. Liebowitz

Current Employers

Employment History

• 07/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paml Beach, FL
• 09/2011 → Present
  Bank Of America, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2007-02-06 → 2011-07-27
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
  Stuart, FL
• 1991-02-19 → 2007-02-07
  Citigroup Global Markets Inc.
  Stuart, FL
  Stuart, FL

Other Businesses

I*124142For profit or not for profit: Non-Profit OrganizationName of outside business organization: Chabad of Palm Beach GardensInvestment related: NAddress of business:Palm Beach Gardens, Florida 33418Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 3/15/2011Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: invite people for the golf outing organize the day and golfers time slotsI*126316For profit or not for profit: For-Profit OrganizationName of outside business organization: B_Happy LLCInvestment related: NAddress of business:Palm City, Florida 38990Nature of business: LLC,Position, title, association: General Partner, My wife and I will both be membersStart date of relationship: 9/9/2019Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: buy and own rental property.I*516998For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: palm city, Florida, 34990Nature of business: Position, title, association: Sole owner, Start date of relationship: 3/1/2021Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: ,I*2909277Entity Type: N/AName of OBA: The ARC of the Treasure CoastAddress:Stuart FloridaInvestment Related:NoPosition, Title, Association:N/AStart Date:09/05/2025No Hours: 3 WeeklyNo Hours during trading:0 WeeklyDuties:Helping people who need help.i am the Host at Harbour Ridge Gold Yacht and Country Club, where their fund raiser will be held. My other responsibilities will be, call the Guard gate to allow the members of the committee into the club. I*3760308 Entity Type: N/A Name of OBA: Harbour Ridge Yacht and Country Club Address: Palm City, Florida, 34990 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Country Club Committee member for the clubs Real Estate and Marketing committee. Help the club with Brand positioning and Digital Marketing Strategy ideas,

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-13
• S63 Uniform Securities Agent State Law Examination
  1989-10-02

Other Names

• William Jay Liebowitz