WILLIAM JOSEPH COOPER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 10 firms. Currently registered with ACCURATE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT, LLC | 2023-09-29 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-10-19 | 2023-07-14 | — |
| CAPITAL ANALYSTS, LLC | 2020-07-24 | 2021-09-09 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2020-07-22 | 2021-09-09 | — |
| PRINCIPAL SECURITIES, INC. | 2018-06-25 | 2020-07-09 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-06-09 | 2018-06-19 | — |
| DTRT ADVISORS, LLC | 2016-05-10 | 2017-03-27 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2015-12-10 | 2016-04-20 | — |
| LPL FINANCIAL LLC | 2014-09-03 | 2015-03-02 | — |
| MSI FINANCIAL SERVICES, INC. | 2003-03-12 | 2014-09-12 | — |