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WM

William B. Muller

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CRD#: 1892075
WM

Professional summary


William Benjamin Muller JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, William had worked at 5 firms, which includes LASALLE FINANCIAL SERVICES INC., MORGAN STANLEY DW INC., ESSEX NATIONAL SECURITIES LLC, INDEPENDENCE ONE BROKERAGE SERVICES INC., CHATFIELD DEAN & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Benjamin (jr) Muller

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

September 29, 2000 - February 1, 2001

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

April 13, 1999 - August 15, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 13, 1994 - May 3, 1995

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

March 2, 1994 - July 30, 1994

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

BD
CRD#: 17529
FARMINGTON HILLS, MI
Past

October 12, 1993 - February 10, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/18/1999
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/24/1999
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


LF
LASALLE FINANCIAL SERVICES, INC.
ABN AMRO FINANCIAL SERVICES, INC. | LASALLE FINANCIAL SERVICES, INC. | LASALLE BROKERAGE SERVICES, INC. | EXCHANGE SECURITIES CORP. | EXCHANGE NATIONAL SECURITIES CORP. | DEMEER MIDDLE MARKET CLO 2006-1, LTD | ABN AMRO INVESTMENT SERVICES, INC.

CRD#: 20373 / SEC#: , 8-38264

BD
Terminated by SEC on 12/26/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/28/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANK OF AMERICA, NATIONAL ASSOCIATIONSHAREHOLDER
MCCAFFREY, TERRY MICHAELPRESIDENT, CEO, CHAIRMAN4850382
MYRICK, THOMAS GRAHAMDIRECTOR4014675
ROMANO, JOHN GARYFINOP/TREASURER5078610

Disclosures


Regulatory Event2
Arbitration1

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.

Company Information


LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

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