# William Perry Marshall

William Perry Marshall is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-01-26 | present | Yes |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-02-27 | 2022-10-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-02-26 | 2023-09-07 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2016-09-01 | 2018-02-26 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-03-24 | 2014-09-23 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2013-09-24 | 2014-02-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-04-27 | 2013-05-14 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2009-12-15 | 2011-03-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5726432)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5726432.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.