William Robert Lauderdale is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with FORM WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORM WEALTH ADVISORS, LLC | 2024-08-01 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2023-04-04 | 2024-10-01 | — |