WILLIAM SAM KALLAOS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with CORNERSTONE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT, LLC | 2017-03-01 | present | Yes |
| RFG ADVISORY, LLC | 2014-08-11 | 2017-02-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-02-03 | 2009-12-03 | — |
| MORGAN STANLEY DW INC. | 2002-02-01 | 2003-02-04 | — |