William H. Corley
Professional summary
William Harold Corley JR, who also goes by Bill Corley, Chip Corley Jr, Chip Corley, is a registered financial advisor currently at 1ST DISCOUNT BROKERAGE, INC. located in Lake Worth, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. William has worked at 12 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, Series 57TO, SIE, Series 31, Series 55, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Harold Corley JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Harold Corley JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2003 - Present
1ST DISCOUNT BROKERAGE, INC.
Office #1: 8927 Hypoluxo Road Suite A5, Lake Worth, FL 33467December 19, 1995 - Present
1ST DISCOUNT BROKERAGE, INC.
Office #1: 8927 Hypoluxo Road Suite A5, Lake Worth, FL 33467December 5, 2000 - April 3, 2001
LAMPOST CAPITAL, L.C.
July 18, 1995 - February 15, 1996
CAPITAL INVESTMENT GROUP, INC.
December 7, 1994 - July 25, 1995
MORGAN STANLEY DW INC.
January 27, 1993 - December 14, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 23, 1990 - February 1, 1993
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 12, 1989 - August 31, 1990
GLOBAL AMERICA INCORPORATED
November 4, 1988 - June 16, 1989
PALM BEACH FINANCIAL, INC.
December 22, 1987 - January 14, 1991
SAMARAH AND COMPANY
February 25, 1986 - January 4, 1988
INVESTACORP, INC.
January 29, 1986 - March 10, 1986
GREAT LAKES EQUITIES CO.
March 4, 1985 - February 3, 1986
H.J. MEYERS & CO., INC.
Primary Firm SEC Registration
1ST DISCOUNT BROKERAGE, INC.
CRD#: 39164 / SEC#: 801-132978, 8-48557
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/5/2008)
(6/10/1999)
(7/23/2003)
(9/5/2008)
(8/14/2014)
(12/19/1995)
(8/30/2012)
(1/4/2024)
(11/12/2008)
(2/13/1996)
(3/4/1996)
(9/5/2008)
(2/13/1996)
(9/5/2008)
(11/10/2020)
(3/2/2023)
(8/22/2025)
(12/11/2014)
(6/10/1999)
(7/26/2019)
(12/10/1996)
(9/8/2008)
(9/8/2008)
(9/5/2008)
(7/26/2012)
(8/11/1998)
(8/22/2024)
(2/21/1996)
(6/25/2012)
(9/5/2008)
(3/3/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 11/29/2000
Limited Representative-Equity Trader ExamFINRA
Nasdaq Stock Market
Current Firm
1ST DISCOUNT BROKERAGE, INC.
CRD#: 39164 / SEC#: 801-132978, 8-48557
Contact information
SEC notice filing (10 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 346 |
| AUM (Assets Under Management) | $ 108,117,119 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 2 |
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.
