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Montford S. Will

Some features on this profile are disabled
CRD#: 467291
MW

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.

Montford Sater Will was a registered financial advisor .

Montford is a previously registered financial advisor and started their career in finance in 1968. Montford had worked at 6 firms and has passed the Series 65, Series 63, Series 1, Series 4, Series 12 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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

November 4, 2010 - July 19, 2011

BROKERSXPRESS LLC

BD
CRD#: 127081
CHICAGO, IL
Past

November 3, 2010 - July 19, 2011

BROKERSXPRESS LLC

RIA
CRD#: 127081
CHICAGO, IL
Past

November 24, 2009 - March 15, 2010

BROKERSXPRESS LLC

RIA
CRD#: 127081
CHICAGO, IL
Past

February 28, 2000 - September 17, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DUBLIN, OH
Past

September 4, 1990 - September 17, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DUBLIN, OH
Past

March 25, 1981 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

January 31, 1980 - April 19, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

December 28, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

July 29, 1968 - May 1, 1980

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628

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: 12/16/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/8/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/23/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/23/1980
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 12
Date: 3/1/1980
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 40
Date: 12/8/1977
Registered Principal Examination

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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