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WF

William D. Forsyth

FRONTIER ONE LLC
NORTHBROOK, IL 60062
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CRD#: 1285055
WF

Professional summary


William Donald Forsyth III, who also goes by William Donald Forsyth III, is a registered financial professional currently at FRONTIER ONE LLC located in Northbrook, Illinois.

William is registered as a RR (Registered Representative) and started their career in finance in 1992. William has worked at 3 firms and has passed the Series 63, Series 6TO, Series 99TO, SIE, Series 50, Series 7, Series 6, Series 26, Series 54 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Donald Forsyth Iii

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 Donald Forsyth III's 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

September 23, 2024 - Present

FRONTIER ONE LLC

Office #1: 1033 Skokie Boulevard Suite 260, Northbrook, IL 60062Office #2: 1033 Skokie Boulevard, Suite 260, Northbrook, IL 60062
BD
CRD#: 330993
NORTHBROOK, IL
Past

March 7, 2007 - May 31, 2024

FRONTEGRA STRATEGIES, LLC

BD
CRD#: 137529
NORTHBROOK, IL
Past

June 19, 1992 - June 30, 1993

FPS BROKER SERVICES, INC.

BD
CRD#: 25065

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
Illinois
(11/4/2024)
RR
Minnesota
(1/15/2025)
RR
Pennsylvania
(1/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/23/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FO
FRONTIER ONE LLC
FRONTIER ONE | FRONTIER ONE LLC

CRD#: 330993 / SEC#: , 8-71243

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


Main Address
1033 Skokie Boulevard Suite 260, Northbrook, IL 60062
Mailing Address
1033 Skokie Boulevard Suite 260, Northbrook, IL 60062
Phone number
(312) 859-0899
Established
Illinois since 03/11/2024
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CIAGLO, JASON ANDREWOWNER, CO-PRESIDENT,2777112
FORSYTH, WILLIAM DONALD IIIOWNER, CO-PRESIDENT, GENERAL SECURITIES PRINCIPAL, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER1285055
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL4519471

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


FRONTIER ONE LLC

CRD#: 330993Northbrook, IL 60062

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