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William E. Thompson

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CRD#: 700633
WT

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 Edward Thompson SR, who also goes by Bill Thompson Sr, William Edward Thompson, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1967. William had worked at 9 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Thompson Sr | William Edward Thompson

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

January 4, 2013 - October 27, 2016

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
SOMERVILLE, NJ
Past

June 14, 2002 - December 31, 2012

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
FLEMINGTON, NJ
Past

December 22, 2000 - June 14, 2002

SOMERSET FINANCIAL GROUP, INC.

BD
CRD#: 46507
PRINCETON, NJ
Past

July 23, 1999 - November 2, 2000

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

July 10, 1991 - July 27, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

October 15, 1986 - July 10, 1991

VFS SECURITIES CORP.

BD
CRD#: 17476
Past

June 1, 1973 - August 8, 1986

L. L. FANE & CO., INC.

BD
CRD#: 502
Past

November 16, 1972 - July 6, 1973

HALLE & STIEGLITZ INC

BD
CRD#: 1000002
Past

September 12, 1967 - July 27, 1972

G. N. MERGOTT & CO., INC.

BD
CRD#: 2759

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: 1/14/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/7/1957
Registered Representative Examination

Current Firm


TI
THE INVESTMENT CENTER, INC.
THE INVESTMENT CENTER, INC.

CRD#: 17839 / SEC#: , 8-35826

BD
Terminated by SEC on 08/29/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 03/20/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
IC FINANCIAL SERVICES, INC.HOLDING COMPANY
DEVITO, RALPH JAMESPRESIDENT1459156
WRIGHT, DOUGLAS ANDREWCHIEF COMPLIANCE OFFICER1626724

Disclosures


Regulatory Event8
Arbitration5

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


THE INVESTMENT CENTER, INC.

CRD#: 17839

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