WILLIAM JAMES DION is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with XY INVESTMENT SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XY INVESTMENT SOLUTIONS, LLC | 2026-07-15 | present | Yes |
| CERITY PARTNERS LLC | 2025-01-27 | 2026-06-03 | — |
| PRIO WEALTH LP | 2019-08-21 | 2025-02-03 | — |
| SAGE FINANCIAL PLANNING, LLC | 2011-02-18 | 2011-05-26 | — |
| SAGE FINANCIAL PLANNING, LLC | 2005-09-14 | 2010-12-31 | — |
| STRATEGIC ADVISERS LLC | 1999-11-18 | 2004-10-26 | — |