William Donald Dunstan

Current Employers

Employment History

• 11/2013 → 07/2022
  National Securities Corporation
  Poughkeepsie, NY
• 07/2022 → Present
  B. Riley Wealth Management
  Poughkeepsie, NY
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc
  Memphis, TN

Previous Registrations

• 2005-04-06 → 2014-05-06
  Asset & Financial Planning, Ltd
  Poughkeepsie, NY

Other Businesses

(1) PRIME RETIREMENT ASSET MANAGEMENT, INC. DBA PRIME WEALTH MANAGEMENT; INVESTMENT RELATED; SAME ADDRESS AS BRWM; BILL PAYING ENTITY, ALL BUSINESS CONDUCTED THROUGH B. RILEY; 35% PARTNERSHIP/OWNERSHIP; START DATE: 1980; 40 HRS/WEEK, DURING TRADING HOURS; SALES OF SECURITIES, FIXED INSURANCE, ADVISORY SERVICES... (2) B. RILEY WEALTH FIXED INSURANCE; INVESTMENT-RELATED; LICENSED INSURANCE AGENT; 1-2 HRS PER MONTH... (3) GLATFELTER INSURANCE GROUP; NOT INVESTMENT-RELATED; REPRESENTATIVE; SERVICE AND EDUCATION OF LENGTH OF SERVICE AWARDS PROGRAM FOR VOUNTEER FIRE DISTRICTS; POUGHKEESPIE, NY; START DATE:1994; 1 HR/MONTH, 0 DURING TRADING HRS... (4) Prime Eastdale, LLC; non-investment-related; real estate "future office location" mgmt; Partner; 926 Dutchess Turnpike, Poughkeepsie, NY 12603; start date 09/26/2025; 1 hr/month, 0 hrs during securities trading hrs. (5) 926 Dutchess Turnpike Holdings, LLC; investment-related; Holding Company for the ownership of our future office property; Member; 45 Eastdale Ave, Suite 200 Poughkeepsie, NY 12603; start date 09/26/25; 2 hrs/month, 0 hrs during securities trading hrs. (6) 926 Dutchess Turnpike, LLC; investment-related; Ownership, development and leasing of the property; Member; 45 Eastdale Ave, Suite 200 Poughkeepsie, NY 12603; start date 09/26/25; 2 hrs/month, 0 hrs during securities trading hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-17

Designations

Other Names

• Bill Dunstan