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WF

William D. Ford

HERBERT J. SIMS & CO
BLOOMINGTON, MN 55437
Some features on this profile are disabled
CRD#: 1198575
WF

Professional summary


William Duffy Ford is a registered financial professional currently at HERBERT J. SIMS & CO, INC. located in Bloomington, Minnesota.

William is registered as a RR (Registered Representative) and started their career in finance in 1983. William has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Duffy Ford'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

October 15, 2010 - Present

HERBERT J. SIMS & CO, INC.

Office #1: 8300 Norman Center Drive Suite 100, Bloomington, MN 55437
BD
CRD#: 3420
BLOOMINGTON, MN
Past

August 22, 2003 - October 22, 2010

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
MINNETONKA, MN
Past

March 2, 1998 - August 29, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 14, 1994 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

August 24, 1988 - February 14, 1994

DOUGHERTY DAWKINS LLC

BD
CRD#: 7442
MINNEAPOLIS, MN
Past

October 20, 1983 - August 31, 1988

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119

State Registrations and Notice Filings


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

RR
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

RR
Arizona
(12/3/2010)
RR
California
(10/15/2010)
RR
Colorado
(12/6/2010)
RR
Connecticut
(10/15/2010)
RR
Florida
(2/14/2011)
RR
Georgia
(4/10/2017)
RR
Idaho
(10/15/2010)
RR
Illinois
(10/15/2010)
RR
Indiana
(10/26/2010)
RR
Iowa
(11/9/2010)
RR
Kentucky
(6/22/2017)
RR
Massachusetts
(10/21/2010)
RR
Minnesota
(10/15/2010)
RR
Montana
(10/15/2010)
RR
Nebraska
(3/8/2011)
RR
Nevada
(11/29/2010)
RR
New Mexico
(10/15/2010)
RR
New York
(10/15/2010)
RR
North Carolina
(7/5/2019)
RR
North Dakota
(10/19/2010)
RR
Ohio
(12/13/2023)
RR
Oregon
(4/17/2024)
RR
Pennsylvania
(10/15/2010)
RR
South Dakota
(10/15/2010)
RR
Texas
(10/15/2010)
RR
Vermont
(2/4/2020)
RR
Washington
(10/15/2010)
RR
Wisconsin
(10/15/2010)
RR
Wyoming
(10/15/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HJ
HERBERT J. SIMS & CO, INC.
HERBERT .J SIMS & CO, INC. | HERBERT J. SIMS & CO. INC. | HERBERT J. SIMS & CO, INC.

CRD#: 3420 / SEC#: , 8-3315

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
2150 Post Road Suite 301, Fairfield, CT 06824
Mailing Address
2150 Post Road Suite 301, Fairfield, CT 06824
Phone number
(203) 418-9000
Established
Delaware since 12/12/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEKSYS CORPORATIONOWNER
DIAMOND, JASON HOWARDCHIEF FINANCIAL OFFICER/MANAGING PRINCIPAL2320884
RULNICK, AARON MDIRECTOR3149315
HEBERT, VALERIECHIEF COMPLIANCE OFFICER4007252
MULLANE, DANIEL JOSEPHMANAGING PRINCIPAL1246435
SANDS, R JEFFREYDIRECTOR4285040
SIMS, WILLIAM BARNETTPRESIDENT/CEO425019

Disclosures


Regulatory Event8
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


HERBERT J. SIMS & CO, INC.

CRD#: 3420Bloomington, MN 55437

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