William A. Coppel
Professional summary
William Arthur Coppel is a registered financial professional currently at TRADE-PMR INC. located in Clearwater, Florida.
William is registered as a RR (Registered Representative) and started their career in finance in 1981. William has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Arthur Coppel's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2023 - Present
TRADE-PMR INC.
Office #1: 13945 Evergreen Avenue, Clearwater, FL 33762November 11, 2016 - September 9, 2021
WELLS FARGO CLEARING SERVICES, LLC
May 13, 2005 - November 11, 2016
FIRST CLEARING, LLC
April 19, 2005 - May 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
April 19, 2005 - May 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
October 20, 2004 - March 15, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - March 15, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 2, 2003 - October 20, 2004
QUICK & REILLY, INC.
July 21, 2003 - October 20, 2004
QUICK & REILLY, INC.
March 13, 1997 - February 12, 2001
APEX CLEARING CORPORATION
January 23, 1981 - January 7, 1997
QUICK & REILLY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/20/2023)
(10/30/2025)
Exams
FINRA
Current Firm
TRADE-PMR INC.
CRD#: 46350 / SEC#: , 8-51390
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GATOR MERGER SUB II, LLC | SHAREHOLDER | |
| BALDWIN, ROBB WALLER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 1409477 |
| DILBONE, ROBERT POTTER JR | CHIEF REVENUE OFFICER | 5893751 |
| KELATI, DANIEL T | CHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL | 3103432 |
| LEGACY, ELIZABETH | CHIEF COMPLIANCE OFFICER | 4368139 |
| QUIRK, STEVEN MARK | DIRECTOR | 2728768 |
| SUBRAMANIAN, SIVARAMAKRISHNAN | DIRECTOR | 7339479 |
| VICTORIA, RICHARD SCOTT | CHIEF OPERATING OFFICER | 5371275 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Company Information
TRADE-PMR INC.
CRD#: 46350Clearwater, FL 33762TRUST BUT VERIFY
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