William K. Wilson

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CRD#: 1370065

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 Kenneth Wilson, who also goes by Bill Wilson, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1986. William had worked at 8 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Wilson

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

August 20, 2021 - March 6, 2025

ZENDAMENTALS

RIA

CRD#: 148411

Los Angeles, CA

Past

June 26, 2019 - December 31, 2025

REAP IN WEALTH MANAGEMENT, LLC

RIA

CRD#: 146512

Los Angeles, CA

Past

July 18, 2018 - June 20, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

Los Angeles, CA

Past

January 12, 2017 - January 19, 2018

SOUTHPORT CAPITAL

RIA

CRD#: 113364

Los Angeles, CA

Past

December 1, 2015 - January 10, 2017

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

Los Angeles, CA

Past

June 6, 1994 - September 21, 2001

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

April 30, 1992 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

February 13, 1992 - May 1, 1992

DREHER & ASSOCIATES, INC.

CRD#: 8665

OAKBROOK TERRACE, IL

Past

October 9, 1986 - April 16, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZENDAMENTALS

EDDIE PATEL, INC | ZENDAMENTALS

CRD#: 148411 / SEC#: 801-134594

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

California

Registered Investment Advisory firm - (12/17/2025 Terminated)

Illinois

Registered Investment Advisory firm - (11/17/2025 Terminated)

Virginia

Registered Investment Advisory firm - (11/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/9/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/8/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ZENDAMENTALS

EDDIE PATEL, INC | ZENDAMENTALS

CRD#: 148411 / SEC#: 801-134594

RIA

Registered Investment Advisory firm - (11/17/2025 Approved)

California

Registered Investment Advisory firm - (12/17/2025 Terminated)

Illinois

Registered Investment Advisory firm - (11/17/2025 Terminated)

Virginia

Registered Investment Advisory firm - (11/25/2025 Terminated)

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Contact information

Main Address

2257 W Irving Park Rd Ste 1, Chicago, IL 60618

Mailing Address

Phone number

(773) 248-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (9/19/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 129,644,565

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.

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Advisor Monitoring

Firm Stability Insights

William K. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REAP IN WEALTH MANAGEMENT, LLC

SECURE INVESTMENT MANAGEMENT, LLC

SOUTHPORT CAPITAL

SECURE INVESTMENT MANAGEMENT, LLC

WMA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

DREHER & ASSOCIATES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

ZENDAMENTALS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/1986

Series 6

Date: 10/8/1986

Current Firm

ZENDAMENTALS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZENDAMENTALS

TRUST BUT VERIFY

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