William Michael Lofley is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with HBKS WEALTH ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| HBKS WEALTH ADVISORS | 2023-05-31 | present | Yes |
| CASTLE WEALTH MANAGEMENT LLC | 2021-08-05 | 2023-04-26 | — |