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WW

William J. Wilson

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CRD#: 2415846
WW
William Jeremy Rolls Wilson

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 Jeremy Rolls Wilson was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1993. William had worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Aliases

None

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 8, 2025 - January 29, 2026

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
STAMFORD, CT
Past

July 12, 2022 - July 7, 2026

STONEX FINANCIAL INC.

BD
CRD#: 45993
Stamford, CT
Past

February 13, 2017 - July 1, 2022

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
Stamford, CT
Past

October 2, 2014 - February 14, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

May 26, 2011 - September 23, 2014

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

July 20, 2009 - June 9, 2011

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 149758
NEW YORK, NY
Past

July 19, 2007 - May 28, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

January 22, 2004 - August 1, 2007

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 17, 2003 - January 6, 2004

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 14, 1996 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

December 3, 1993 - May 6, 1997

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

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
Series 63
Date: 12/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/31/2004
General Securities Principal Examination

Current Firm

TB
THE BENCHMARK COMPANY, LLC
BENCHMARK-PELLINORE GROUP, INC. | THE BENCHMARK COMPANY, LLC | THE BENCHMARK COMPANY, INC. | PELLINORE SECURITIES CORP.

CRD#: 22982 / SEC#: , 8-40081

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

Main Address
150 E 58th Street 17th Floor, New York, NY 10155
Mailing Address
150 E 58th Street 17th Floor, New York, NY 10155
Phone number
(212) 312-6700
Established
Delaware since 02/21/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEX GROUP INC.OWNER
DICIOLLO, ANTHONY JOSEPHDIRECTOR4976402
HASSON, KIM-MARIECCO/AML COMPLIANCE OFFICER4021977
MESSINA, RICHARDPRESIDENT1361661
RAPPAPORT, JACOBDIRECTOR4824681
SCHIRRIPA, THOMAS NTREASURER/FINOP2231180

Disclosures

Regulatory Event18
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

THE BENCHMARK COMPANY, LLC

CRD#: 22982

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