William D. Webb
Professional summary
William Dudley Webb JR, who also goes by William D Webb Jr, William D Webb, is a registered financial professional currently at WORLD EQUITY GROUP, INC. located in Schaumburg, Illinois and BENEFIT FUNDING SERVICES, LLC located in Frankfort, Illinois.
William is registered as a RR (Registered Representative) and started their career in finance in 1989. William has worked at 24 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Dudley Webb JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2019 - Present
WORLD EQUITY GROUP, INC.
Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #2: 425 N Martingale Road Suite 1220, Schaumburg, IL 60173December 2, 2020 - Present
BENEFIT FUNDING SERVICES, LLC
Office #2: 100 Spectrum Center Drive Suite 400, Irvine, CA 92618December 20, 2022 - Present
CABOT LODGE SECURITIES LLC
Office #1: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173Office #2: 425 N Martingale Rd Suite 1220, Schaumburg, IL 60173April 6, 2022 - November 1, 2022
FENNEL
August 19, 2015 - March 1, 2019
BANKERS LIFE SECURITIES, INC.
March 4, 2014 - February 23, 2015
ABG, LLC
February 20, 2014 - January 16, 2015
IMS HEALTH CAPITAL, INC.
January 2, 2014 - December 26, 2014
CGA SECURITIES, LLC
January 2, 2014 - January 6, 2015
ARES MANAGEMENT CAPITAL MARKETS LLC
December 2, 2013 - September 4, 2014
RISEVEST FINANCIAL SECURITIES LIMITED
September 17, 2013 - January 26, 2015
STONEPINE ADVISORS, LLC
August 15, 2013 - December 2, 2014
BRANDYWINE INVESTMENT SECURITIES, LLC
July 26, 2013 - September 17, 2014
CFD INVESTMENTS, INC.
July 22, 2013 - July 23, 2013
CFD INVESTMENTS, INC.
June 25, 2013 - December 18, 2014
CHART GROUP ADVISORS, LLC
June 17, 2013 - December 15, 2014
HODES WEILL SECURITIES, LLC
May 31, 2013 - January 7, 2015
SPEARHEAD CAPITAL, LLC
April 4, 2013 - January 26, 2015
COVERT & CO., LLC
April 2, 2013 - September 16, 2014
JUSTLY MARKETS LLC
January 8, 2013 - December 24, 2014
TSC DISTRIBUTORS, LLC
January 8, 2013 - January 27, 2015
LOCALSTAKE MARKETPLACE LLC
January 30, 2003 - June 1, 2012
ALLSTATE FINANCIAL SERVICES, LLC
May 9, 2001 - June 1, 2012
EVERLAKE DISTRIBUTORS, LLC
May 3, 2001 - August 14, 2001
ALLSTATE FINANCIAL SERVICES, LLC
January 4, 2000 - April 20, 2001
FIRST TRUST PORTFOLIOS L.P.
March 2, 1989 - August 24, 1990
MIZUHO SECURITIES USA LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2020)
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(3/21/2024)
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(4/10/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CABOT LODGE SECURITIES LLC
CRD#: 159712 / SEC#: , 8-69009
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 2 |
| Arbitration | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CABOT LODGE SECURITIES LLC
CRD#: 159712Schaumburg, IL 60173TRUST BUT VERIFY
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