# WILLIAM JOEL SMALL

WILLIAM JOEL SMALL is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with J. W. COLE ADVISORS, INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2025-11-12 | present | Yes |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2020-07-17 | 2023-03-07 | — |
| [INVESTACORP ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/109011) | 2014-04-22 | 2020-07-17 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2010-04-05 | 2014-04-16 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2006-05-01 | 2010-04-07 | — |
| [AMERIPRISE ADVISOR SERVICES, INC.](https://search.stillhousedata.com/firm/5979) | 2005-01-28 | 2006-04-26 | — |
| [M&T SECURITIES, INC.](https://search.stillhousedata.com/firm/17358) | 2004-07-13 | 2005-01-28 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2002-09-09 | 2003-10-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2649975)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2649975.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).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.