# WILLIAM JAMES DION

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [XY INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/285967) | 2026-07-15 | present | Yes |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2025-01-27 | 2026-06-03 | — |
| [PRIO WEALTH LP](https://search.stillhousedata.com/firm/105058) | 2019-08-21 | 2025-02-03 | — |
| [SAGE FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/136495) | 2011-02-18 | 2011-05-26 | — |
| [SAGE FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/136495) | 2005-09-14 | 2010-12-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 1999-11-18 | 2004-10-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2623334)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2623334.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
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