William E. Mccready
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 Edgar Boyd Mccready JR, who also goes by Mac Mccready, William Edar Boyd Mccready, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1985. William had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 18, 2020 - December 31, 2023
SECURITIES AMERICA, INC.
January 19, 2010 - August 28, 2020
SSN ADVISORY, INC.
January 11, 2010 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC
January 4, 1999 - December 31, 2009
MEDALLION INVESTMENT SERVICES, INC.
April 23, 1997 - December 31, 2009
MEDALLION ADVISORY SERVICES, LLC
October 8, 1996 - December 31, 1998
SECURITIES SERVICE NETWORK, LLC
January 1, 1996 - October 10, 1996
IFG NETWORK SECURITIES, INC.
October 18, 1988 - January 1, 1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
June 30, 1987 - October 24, 1988
SOUTHMARK FINANCIAL SERVICES, INC.
January 21, 1986 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
July 11, 1985 - July 27, 1987
AMERIPRISE FINANCIAL SERVICES, 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
Exams
Current Firm
SECURITIES AMERICA, INC.
CRD#: 10205 / SEC#: , 8-26602
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SECURITIES AMERICA FINANCIAL CORP. | SHAREHOLDER | |
| CHAFFEE, HAROLD GERARD | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 2905661 |
| CORNICK, GREGORY ALLEN | DIRECTOR | 3132991 |
| FORD, ERINN JUNE | INTERIM PRESIDENT, DIRECTOR AND CEO | 2176816 |
| GERB, JASON HARRIS | SVP, CHIEF REGULATORY OFFICER | 3021815 |
| HULETT, KIRK JESSE | EXECUTIVE VICE PRESIDENT, STRATEGY & PRACTICE MANAGEMENT, DIRECTOR | 2528380 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EXECUTIVE VICE PRESIDENT, DIRECTOR | 2627931 |
| SCHMIDT, DAVID MARTIN | TREASURER, FINANCIAL AND OPERATIONS PRINCIPAL | 5675524 |
Disclosures
| Regulatory Event | 58 |
| Arbitration | 27 |
| Bond | 5 |
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.
