# WILLIAM CALVIN BEATTIE

WILLIAM CALVIN BEATTIE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with CERITY PARTNERS LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2023-11-09 | present | Yes |
| [GOLDMAN SACHS WEALTH SERVICES, L.P.](https://search.stillhousedata.com/firm/106693) | 2023-11-02 | 2023-11-16 | — |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2021-07-13 | 2023-11-02 | — |
| [EATON VANCE WATEROAK ADVISORS](https://search.stillhousedata.com/firm/132047) | 2018-07-09 | 2021-07-01 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2016-08-16 | 2018-06-06 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2005-11-14 | 2016-08-12 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2005-05-17 | 2005-11-16 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2003-07-22 | 2005-05-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4004028)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4004028.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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