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William K. Pingleton

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CRD#: 1296952
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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 Keith Pingleton was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 1, 2011 - October 23, 2013

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
ST. PETERSBURG, FL
Past

January 11, 2007 - April 26, 2016

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
ST. PETERSBURG, FL
Past

May 9, 2005 - April 26, 2016

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
ST. PETERSBURG, FL
Past

January 10, 2002 - February 17, 2004

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
SAN MATEO, CA
Past

February 5, 2001 - January 14, 2002

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

November 17, 1999 - February 8, 2001

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

January 4, 1999 - October 22, 1999

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
SAN MATEO, CA
Past

February 4, 1994 - January 11, 1999

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

October 26, 1993 - December 10, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

May 17, 1990 - November 7, 1991

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

September 26, 1989 - May 16, 1990

B C FINANCIAL CORPORATION

BD
CRD#: 13460
Past

January 12, 1989 - October 24, 1989

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY
Past

October 3, 1988 - May 16, 1990

B C FINANCIAL CORPORATION

BD
CRD#: 13460
Past

August 27, 1984 - October 27, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FT
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.
FIDUCIARY FINANCIAL SERVICES CORP. | SCHRODER SECURITIES CORPORATION | FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594 / SEC#: , 8-29504

BD
Terminated by SEC on 02/08/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/14/1983
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHARE HOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
DEAKYNE, WILLIAM SCOTT JR.SENIOR VICE PRESIDENT AND DIRECTOR1861589
GRAY, STEVEN JOELASSISTANT SECRETARY849484
MASOM, JEFFREY SCOTTPRESIDENT AND DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546
PLAFKER, JED ANDREWDIRECTOR2793695
ROSAS, VIRGINIA EASSISTANT SECRETARY5346920
SHANEYFELT, GWEN LOUISETREASURER2668221

Disclosures


Regulatory Event1
Arbitration1

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


FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

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