# WILLIAM JOSEPH COOPER

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ACCURATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/298137) | 2023-09-29 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-10-19 | 2023-07-14 | — |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2020-07-24 | 2021-09-09 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2020-07-22 | 2021-09-09 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2018-06-25 | 2020-07-09 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2017-06-09 | 2018-06-19 | — |
| [DTRT ADVISORS, LLC](https://search.stillhousedata.com/firm/150756) | 2016-05-10 | 2017-03-27 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2015-12-10 | 2016-04-20 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-09-03 | 2015-03-02 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2003-03-12 | 2014-09-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1601957)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1601957.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.