William A. Coolidge
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 Anderson Coolidge JR, who also goes by Bill Coolidge, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1970. William had worked at 6 firms and has passed the Series 63, Series 1 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2003 - December 31, 2020
COOLIDGE & COMPANY, LLC
May 20, 1993 - June 11, 1999
UBS FINANCIAL SERVICES INC.
April 27, 1985 - June 9, 1993
THE ROBINSON-HUMPHREY COMPANY, LLC
August 13, 1973 - September 25, 1976
WACHOVIA SECURITIES, INC.
December 1, 1970 - July 18, 1973
VERNEDOE, CHISHOLM,SKINNER
January 9, 1970 - January 9, 1971
REINHOLDT & GARDNER INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 7/9/1958
Registered Representative ExaminationSeries 00
Date: 8/19/1971
General Securities Principal ExaminationCurrent Firm
COOLIDGE & COMPANY, LLC
CRD#: 108490 / SEC#: 801-56528
Contact information
Red Flags
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