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William S. Howard

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CRD#: 840681
WH

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 Spencer Howard III, who also goes by William Spencer Howard, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1977. William had worked at 13 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Spencer Howard

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

February 22, 2011 - May 29, 2013

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
LAKE COMO, NJ
Past

November 5, 2009 - February 22, 2011

AMERICAN BEACON PARTNERS, INC.

BD
CRD#: 15791
AVON BY THE SEA, NJ
Past

March 18, 2009 - October 19, 2009

BRITEHORN SECURITIES

BD
CRD#: 36402
AVON BY THE SEA, NJ
Past

August 5, 2008 - August 18, 2008

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

June 21, 2005 - March 4, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
HOLMDEL, NJ
Past

March 6, 2002 - June 20, 2005

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
RED BANK, NJ
Past

October 4, 1999 - March 8, 2002

WERBEL-ROTH SECURITIES, INC.

BD
CRD#: 7636
BOCA RATON, FL
Past

February 2, 1996 - June 21, 1999

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

November 17, 1994 - December 4, 1995

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY
Past

September 8, 1994 - November 28, 1994

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
NEW YORK, NY
Past

May 24, 1988 - September 15, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

February 2, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

July 26, 1977 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 8/2/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AB
ALLIED BEACON PARTNERS, INC.
ALLIED BEACON PARTNERS, INC. | WATERFORD INVESTOR SERVICES, INC. | ALLIED BEACON PARTNERS, INC. ADVISORY

CRD#: 46227 / SEC#: , 8-51357

BD
Terminated by SEC on 11/25/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/03/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEACON AQUISITION PARTNERS, INCSHAREHOLDER
MATHER, ROBERT PHILIPPRESIDENT, CEO, CCO, CFO AND CORPORATE SECRETARY1764918

Disclosures


Regulatory Event6
Arbitration2

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


ALLIED BEACON PARTNERS, INC.

CRD#: 46227

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