WILLIAM WEIJEN TSAI is an investment adviser representative (IAR) with state registration records since 1997, appearing at 3 firms. Currently registered with INTEGRATED WEALTH CONCEPTS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 2023-02-01 | present | Yes |
| LAUREL WEALTH ADVISORS, INC. | 2021-01-31 | 2023-03-31 | — |
| LAUREL WEALTH ADVISORS, INC. | 2016-09-20 | 2020-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1997-07-08 | 2016-09-22 | — |