# William Bo

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC.](https://search.stillhousedata.com/firm/13162) | 2023-03-08 | present | Yes |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2022-08-30 | 2023-03-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-09-16 | 2022-08-30 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2020-01-02 | 2020-10-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6380091)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6380091.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.