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William P. Wright

COURTLANDT SECURITIES
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 2746089
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Professional summary


William Porter Patterson Wright V, who also goes by William Porter Paterson Wright, William Porter Patterson Wright, William Porterpatterson Wright V, William Porter Patterson Wright V, is a registered financial professional currently at COURTLANDT SECURITIES CORPORATION located in Newport Beach, California.

William is registered as a RR (Registered Representative) and started their career in finance in 1996. William has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Porter Paterson Wright | William Porter Patterson Wright | William Porterpatterson Wright V | William Porter Patterson Wright V

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 Porter Patterson Wright V'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

June 10, 2021 - Present

COURTLANDT SECURITIES CORPORATION

Office #1: 895 Dove Street 3rd Floor, Newport Beach, CA 92660
BD
CRD#: 137356
NEWPORT BEACH, CA
Past

January 16, 2003 - July 9, 2003

ARTISAN PARTNERS DISTRIBUTORS LLC

BD
CRD#: 45446
MILWAUKEE, WI
Past

January 11, 2002 - January 3, 2003

STRONG CAPITAL MANAGEMENT INC

RIA
CRD#: 106638
MENOMONEE FALLS, WI
Past

July 17, 2000 - January 3, 2003

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI
Past

October 16, 1996 - July 7, 2000

ARROYO SECO, INC.

BD
CRD#: 39387
PASADENA, CA
Past

May 23, 1996 - July 15, 1996

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA

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
IAR
Series 65
Date: 12/28/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
COURTLANDT SECURITIES CORPORATION
COURTLANDT | COURTLANDT SECURITIES CORPORATION | COURTLANDT FINANCIAL GROUP, INC.

CRD#: 137356 / SEC#: , 8-67081

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
895 Dove Street 3rd Floor, Newport Beach, CA 92660
Mailing Address
P.o. Box 11929, Newport Beach, CA 92658
Phone number
(800) 994-7094
Established
California since 06/07/2005
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 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#
CRUZ, MICHAEL LAWRENCEPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER2130750
LANG, LAURAFINANCIAL AND OPERATIONS PRINCIPAL2249418

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


COURTLANDT SECURITIES CORPORATION

CRD#: 137356Newport Beach, CA 92660

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