William McDermott Smith is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2024-09-18 | present | Yes |
| CIRCLE WEALTH MANAGEMENT, LLC | 2021-11-29 | 2024-05-21 | — |