William E. Cully
Professional summary
William E Cully JR, who also goes by William E. Cully Jr, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Steamboat Springs, Colorado.
William is registered as a RR (Registered Representative) and started their career in finance in 1987. William has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William E Cully JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
November 6, 2012 - December 9, 2022
CANTELLA & CO., INC.
August 12, 2011 - September 29, 2012
WINSLOW, EVANS & CROCKER, INC.
June 16, 2009 - August 15, 2011
LEERINK PARTNERS LLC
January 1, 2008 - July 9, 2009
WELLS FARGO CLEARING SERVICES, LLC
August 25, 1988 - January 3, 2008
A. G. EDWARDS & SONS, INC.
July 22, 1987 - August 29, 1988
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/9/2022)
(12/9/2022)
(12/9/2022)
(12/9/2022)
(12/9/2022)
(9/26/2024)
(12/9/2022)
(8/13/2024)
(12/9/2022)
(12/9/2022)
(10/11/2023)
Exams
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
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