William J. Donohue

INSPEREX LLC

Delray Beach, FL 33483

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CRD#: 1009073

Professional summary

William Joseph Donohue is a registered financial professional currently at INSPEREX LLC located in Delray Beach, Florida.

William is registered as a RR (Registered Representative) and started their career in finance in 1981. William has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Joseph Donohue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2021 - Present

INSPEREX LLC

Office #1: 25 Se 4th Avenue Suite 400, Delray Beach, FL 33483

CRD#: 101420

Delray Beach, FL

Past

September 7, 2017 - July 12, 2021

280 SECURITIES LLC

CRD#: 284939

New York, NY

Past

January 17, 2003 - April 12, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

BOSTON, MA

Past

May 9, 2000 - January 17, 2003

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

September 21, 1998 - May 24, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

June 25, 1993 - January 9, 1998

CHAPDELAINE TULLETT PREBON, LLC

CRD#: 7017

NEW YORK, NY

Past

November 5, 1991 - January 12, 1993

U.S. SECURITIES, INC.

CRD#: 14289

HARTFORD, CT

Past

January 12, 1989 - November 1, 1991

BNE CAPITAL MARKETS, INC.

CRD#: 22848

Past

June 16, 1988 - November 22, 1988

MUFG AMERICAS CORPORATE ADVISORY, INC.

CRD#: 10151

Past

May 26, 1987 - March 27, 1990

WOLFE & HURST BOND BROKERS INC.

CRD#: 8288

Past

February 22, 1983 - May 11, 1988

HARRY DOWNS & COMPANY, INC.

CRD#: 7019

Past

December 11, 1981 - May 26, 1987

WOLFE & HURST SECURITIES INC.

CRD#: 7352

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(7/1/2021)

Rhode Island
(7/1/2021)

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/2002

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 11/21/1981

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/16/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 8/20/1991

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INSPEREX LLC

CRD#: 101420 / SEC#: , 8-52081

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

25 Se 4th Avenue Suite 400, Delray Beach, FL 33483

Mailing Address

233 South Wacker Drive Suite 4400, Chicago, IL 60606

Phone number

(312) 379-3700

Established

Delaware since 09/01/2023

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
INSPEREX HOLDINGS LLC	MEMBER: VOTING
BUSSCHER, ARNOLD BRADLEY	CHIEF ADMINSTRATIVE OFFICER AND GENERAL COUNSEL	2213934
CARRELS, CHRISTINE ANN	CHIEF MARKETING OFFICER	6651750
DEEG, ADITI DAVARE	CHIEF FINANCIAL OFFICER; PRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER; FIN/OP	4279152
ELLIOTT, LAURA SUE	PRESIDENT	2125558
MITCHELL, SCOTT ALEXANDER	CHIEF EXECUTIVE OFFICER	4717597
NICHOLSON, MARSHALL ALLEN	HEAD OF STRATEGIC INITIATIVES	4585471
PAPAGIANNIS, JAMES JOHN	CHIEF COMPLIANCE OFFICER & AMLCO	2449960
RHODES, DERYK TREVOR	HEAD OF WEALTH MANAGEMENT SOLUTIONS	4157411
TOLAR, JOHN M	HEAD OF FIXED INCOME SALES & TRADING	3075402

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William J. Donohue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Joseph Donohue's CRS (Customer Relationship Summary).

Certified licenses

Experience

280 SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

LPL FINANCIAL LLC

CHAPDELAINE TULLETT PREBON, LLC

U.S. SECURITIES, INC.

BNE CAPITAL MARKETS, INC.

MUFG AMERICAS CORPORATE ADVISORY, INC.

WOLFE & HURST BOND BROKERS INC.

HARRY DOWNS & COMPANY, INC.

WOLFE & HURST SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2016

Series 63

Date: 8/16/1988

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2002

Series 52

Date: 11/21/1981

Series 24

Date: 3/16/2005

Series 53

Date: 8/20/1991

FINRA

Current Firm

INSPEREX LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INSPEREX LLC

TRUST BUT VERIFY

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