WILLIAM DENNIS BANCROFT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with IMPACT CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IMPACT CAPITAL, LLC | 2022-03-28 | present | Yes |
| PAGNATOKARP PARTNERS, LLC | 2016-09-02 | 2018-05-01 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2007-05-02 | 2016-08-29 | — |
| LYDIAN WEALTH MANAGEMENT COMPANY, LLC | 2002-01-01 | 2007-05-02 | — |