William Bo is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 2023-03-08 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2022-08-30 | 2023-03-03 | — |
| LPL FINANCIAL LLC | 2021-09-16 | 2022-08-30 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2020-01-02 | 2020-10-20 | — |