William Thomas Gorman

Current Employers

Employment History

• 10/2006 → Present
  Raymond James Financial Services
  Philadelphia, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Philadelphia, PA
• 11/2016 → 05/2022
  Not Provided
  Philadelphia, PA

Other Businesses

(1)Name of Business: Address: 1160 East Passyunk Avenue, Philadelphia, PA, 19147, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/15/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: reservations, mailing rental agreements, phone-call follow-up, bank-deposits or pay-pal, cleaning, VRBO/Home Away building/lawn maintenance (2)Name of Business: Gorman Investment Group, Ltd Address: 1845 Walnut St Ste 2380, Philadelphia, PA, 19103, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/06/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager (3)Name of Business: Gorman Investment Group, Ltd., Address: 1845 Walnut St Ste 2380, Philadelphia, PA, 19103-4735, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/18/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My client will be 1035-Exchanging her "Zenith Flexible Life" policy, which is "Flexible Premium Variable Life Insurance" purchased in December, 2004 for a "Universal Life Insurance Policy". Potentially a GU, IUL, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-05
• S63 Uniform Securities Agent State Law Examination
  1987-09-14

Other Names

• Bill Gorman
• William T Gorman