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WZ

William T. Ziebold

ARLINGTON CAPITAL SERVICES
Birmingham, AL 35203
Some features on this profile are disabled
CRD#: 1937368
WZ

Professional summary

William Townsend Ziebold, who also goes by Townsend Ziebold, William Townsend Ziebold Jr., is a registered financial professional currently at ARLINGTON CAPITAL SERVICES, LLC located in Birmingham, Alabama.

William is registered as a RR (Registered Representative) and started their career in finance in 1991. William has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Townsend Ziebold | William Townsend Ziebold Jr.

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) - BD

Click below to view William Townsend Ziebold's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 1, 2024 - Present

ARLINGTON CAPITAL SERVICES, LLC

Office #1: 2000 Morris Avenue Suite 1100, Birmingham, AL 35203
BD
CRD#: 304588
Birmingham, AL
Past

March 7, 2024 - July 2, 2024

TD SECURITIES (USA) LLC

BD
CRD#: 18476
New York, NY
Past

May 28, 2019 - April 11, 2024

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

March 6, 2018 - May 17, 2019

CASCADIA CAPITAL, LLC

BD
CRD#: 101020
SEATTLE, WA
Past

October 11, 2011 - May 8, 2018

FIRST BEVERAGE ADVISORS, LLC

BD
CRD#: 154030
NEW YORK, NY
Past

November 20, 1991 - January 4, 2001

DRESDNER KLEINWORT WASSERSTEIN, LLC

BD
CRD#: 22068
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/1/2024)
RR
New York
(7/1/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/21/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 9/2/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ARLINGTON CAPITAL SERVICES, LLC
ARLINGTON CAPITAL SERVICES, LLC

CRD#: 304588 / SEC#: , 8-70361

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
2000 Morris Avenue Suite 1100, Birmingham, AL 35203
Mailing Address
2000 Morris Avenue Suite 1100, Birmingham, AL 35203
Phone number
(205) 488-4380
Established
Alabama since 05/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARLINGTON CAPITAL ADVISORS, LLCOWNER
BROWN, SCOTTCHIEF FINANCIAL OFFICER6694802
BROWN, SCOTTFINOP6694802
BROWN, SCOTT LESLIEPOO6694802
HONEYCUTT, JAMES WADEPRESIDENT5960997
HONEYCUTT, JAMES WADECCO5960997

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

ARLINGTON CAPITAL SERVICES, LLC

CRD#: 304588Birmingham, AL 35203

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