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WB

William M. Bohensky

Some features on this profile are disabled
CRD#: 5323275
WB

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 Michael Bohensky, who also goes by William Michael Bohensky, William Bohensky, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2007. William had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

William Michael Bohensky | William Bohensky

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

April 5, 2024 - May 3, 2024

VEST SECURITIES, LLC

BD
CRD#: 317379
MCLEAN, VA
Past

February 5, 2021 - March 21, 2024

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

May 25, 2018 - December 31, 2020

ALLIANZ GLOBAL INVESTORS U.S. LLC

RIA
CRD#: 149003
NEW YORK, NY
Past

May 25, 2018 - December 31, 2020

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

August 8, 2017 - May 4, 2018

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 27, 2016 - December 5, 2016

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

August 2, 2012 - December 5, 2016

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

June 19, 2012 - August 2, 2012

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

December 21, 2011 - August 2, 2012

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

May 29, 2008 - December 15, 2011

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

July 17, 2007 - April 3, 2008

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

May 4, 2007 - July 12, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
MARLBOROUGH, MA

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
IAR
Series 66
Date: 7/18/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/23/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/3/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VS
VEST SECURITIES, LLC
VEST SECURITIES, LLC

CRD#: 317379 / SEC#: , 8-70829

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

Main Address
8350 Broad Street Suite 240, Mclean, VA 22101
Mailing Address
8350 Broad Street Suite 240, Mclean, VA 22101
Phone number
(855) 979-6060
Established
Delaware since 03/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VEST GROUP, INC.SOLE MEMBER
BRANT, DAVID ROBERTFINOP/PFO/POO2718478
CHANG, JEFFERY YI-BINGPRESIDENT5034993
PORTWOOD, WILLIAM BOYCECHIEF COMPLIANCE OFFICER4853700
SOOD, KARANCHIEF EXECUTIVE OFFICER5256243

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

VEST SECURITIES, LLC

CRD#: 317379

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