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WL

William G. Long

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CRD#: 312349
WL

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 George Long, who also goes by Bill Long, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1971. William had worked at 14 firms and has passed the Series 63, PC, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Long

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

March 9, 2005 - June 28, 2006

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

June 23, 2004 - February 28, 2005

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
BEDMINSTER, NJ
Past

October 16, 1998 - June 22, 2004

GREATER METROPOLITAN INVESTMENT SERVICES, INC.

BD
CRD#: 17452
BEDMINSTER, NJ
Past

November 30, 1988 - October 9, 1998

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

July 29, 1988 - November 30, 1988

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

March 5, 1982 - May 28, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

August 12, 1980 - April 28, 1982

PATTEN SECURITIES CORP.

BD
CRD#: 8210
Past

July 28, 1978 - February 7, 1984

A. L. WILLIAMSON & COMPANY

BD
CRD#: 3772
Past

April 10, 1978 - October 7, 1978

FRIEDMAN, MANGER & CO., INC.

BD
CRD#: 5701
Past

February 26, 1976 - August 30, 1985

COSENTINO & DE FELICE, INC.

BD
CRD#: 6054
Past

April 14, 1975 - November 22, 1976

COLONIAL SECURITIES, INC.

BD
CRD#: 3013
Past

May 16, 1974 - April 28, 1975

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

June 7, 1973 - September 5, 1975

PRESSMAN, FROHLICH & FROST, INC.

BD
CRD#: 675
Past

July 11, 1972 - June 24, 1973

TODD AND COMPANY, INC.

BD
CRD#: 5651
Past

November 16, 1971 - August 19, 1972

CARLTON CAMBRIDGE

BD
CRD#: 1000001

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: 6/1/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 3/15/1982
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 11/11/1971
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


BL
BROKERSXPRESS LLC
BROKERSXPRESS LLC | BXADVISORS | BX INSURANCE SERVICES | BX ASSET MANAGEMENT

CRD#: 127081 / SEC#: 801-66123, 8-65953

BD
Terminated by SEC on 02/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/26/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BROKERSXPRESS DISCLOSURE BROCHURE (5/25/2012)

Direct owners and executive officers


NamePositionCRD#
BROKERSXPRESS ILLINOIS, INC.MANAGING MEMBER
KONOP, LYNN MARIECHIEF COMPLIANCE OFFICER1216310
METZGER, BARRY SCOTTCEO4719211
WETZEL, RONALD LEEFINANCIAL & OPERATIONS PRINCIPAL (FINOP)4671726

Disclosures


Regulatory Event6
Bond1

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


BROKERSXPRESS LLC

CRD#: 127081

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