William D. Evers
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Dohrmann Evers JR was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1983. William had worked at 14 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 2, 2011 - December 17, 2012
PRESIDIO MERCHANT PARTNERS LLC
August 26, 2009 - October 3, 2016
PRESIDIO CAPITAL ADVISORS LLC
August 26, 2009 - September 3, 2010
PRESIDIO CAPITAL ADVISORS, LLC
December 7, 2000 - August 26, 2009
SANFORD C. BERNSTEIN & CO., LLC
April 21, 2000 - August 26, 2009
ALLIANCEBERNSTEIN L.P.
September 29, 1999 - December 7, 2000
SANFORD C. BERNSTEIN & CO., INC.
June 7, 1999 - July 16, 1999
DEUTSCHE BANK SECURITIES INC.
December 4, 1997 - June 7, 1999
DB ALEX. BROWN LLC
August 5, 1992 - May 27, 1997
ALEX. BROWN & SONS INCORPORATED
July 12, 1990 - August 13, 1992
SUTRO & CO. INCORPORATED
January 22, 1990 - July 25, 1990
PACIFIC SECURITIES, INC.
May 12, 1989 - February 24, 1990
GRUNTAL & CO., L.L.C.
March 18, 1988 - May 3, 1989
PERSHING LLC
October 19, 1983 - February 23, 1988
L. F. ROTHSCHILD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PRESIDIO MERCHANT PARTNERS LLC
CRD#: 46473 / SEC#: , 8-51431
Contact information
FINRA licenses (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | |
| COBB, BRODIE LYLE | CEO, CCO | 2286448 |
| COLLINS, ELIZABETH SARAH | FINOP |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
