William M. Inabnet
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 Morris Inabnet Jr, CFP®, who also goes by Morris Inabnet, William Morris Inabnet Jr., William Inabnet, Will Inabnet, William Morris Inabnet, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1987. William had worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1989
Experience
May 18, 2023 - December 31, 2023
IMST DISTRIBUTORS, LLC
April 18, 2023 - July 24, 2024
ALPINE PRIVATE WEALTH
October 25, 2021 - December 6, 2022
VANGUARD ADVISERS, INC.
October 25, 2021 - December 6, 2022
VANGUARD MARKETING CORPORATION
August 26, 2021 - September 24, 2021
WELLS FARGO CLEARING SERVICES, LLC
August 26, 2021 - September 24, 2021
WELLS FARGO CLEARING SERVICES, LLC
June 8, 2020 - July 1, 2020
USAA INVESTMENT SERVICES COMPANY
September 10, 2019 - July 1, 2020
USAA INVESTMENT SERVICES COMPANY
September 10, 2019 - June 8, 2020
USAA FINANCIAL ADVISORS, INC.
May 29, 2015 - August 28, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 29, 2015 - August 28, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 3, 2009 - October 13, 2015
I.M. FINANCIAL, LLC
January 31, 2003 - July 31, 2009
WEALTH ADVISORS, INC.
November 4, 2002 - April 28, 2006
1ST GLOBAL ADVISORS INC
February 27, 1998 - February 22, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 10, 1997 - May 29, 2015
1ST GLOBAL CAPITAL CORP.
February 1, 1990 - December 23, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
February 1, 1990 - December 23, 1997
OSAIC FA, INC.
December 22, 1987 - February 7, 1990
WALNUT STREET SECURITIES, 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
Exams
Current Firm
IMST DISTRIBUTORS, LLC
CRD#: 130745 / SEC#: , 8-66389
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | CHIEF COMPLIANCE OFFICER / VP / TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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