WILLIAM DEAN KATZELIS is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with VISION INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VISION INVESTMENT ADVISORS, LLC | 2026-02-04 | present | Yes |
| DIVERGENT CAPITAL ASSET MANAGEMENT LLC | 2024-12-20 | 2025-03-28 | — |
| CLARITY CAPITAL PARTNERS | 2022-10-12 | 2025-01-09 | — |