William C. Bundy
Professional summary
William Clinton Bundy JR., who also goes by Clint Bundy, is a registered financial professional currently at BUNDY GROUP SECURITIES, LLC located in Charlotte, North Carolina.
William is registered as a RR (Registered Representative) and started their career in finance in 2006. William has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Clinton Bundy JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2021 - Present
BUNDY GROUP SECURITIES, LLC
Office #1: 2700 Coltsgate Road Suite 201, Charlotte, NC 28211Office #2: 2700 Coltsgate Road Suite 201, Charlotte, NC 28211September 17, 2014 - September 4, 2020
TOBIN & COMPANY SECURITIES LLC
April 7, 2011 - September 5, 2014
STILLPOINT CAPITAL, LLC
July 8, 2010 - April 25, 2011
BURCH & COMPANY, INC
September 14, 2006 - July 2, 2008
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/8/2021)
(4/18/2024)
(3/30/2021)
(3/23/2021)
(9/20/2023)
(2/8/2023)
(6/15/2021)
(4/17/2024)
Exams
FINRA
Current Firm
BUNDY GROUP SECURITIES, LLC
CRD#: 311375 / SEC#: , 8-70623
Contact information
FINRA licenses (9 States and Territories)
Documents
Red Flags
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