William M. Jordan
Professional summary
William Michael Jordan JR, who also goes by William Michael Jordan, is a registered financial professional currently at TRIDENT PARTNERS LTD. located in Woodbury, New York.
William is registered as a RR (Registered Representative) and started their career in finance in 1979. William has worked at 21 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Michael Jordan JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 23, 2015 - Present
TRIDENT PARTNERS LTD.
Office #1: 181 Crossways Park Drive, Woodbury, NY 11797July 6, 2015 - December 4, 2015
CV BROKERAGE, INC
January 16, 2014 - July 1, 2015
INTERNATIONAL ASSETS ADVISORY, LLC
March 28, 2013 - January 13, 2015
IAA FINANCIAL LLC
September 25, 2012 - March 19, 2013
LAIDLAW & COMPANY (UK) LTD.
March 1, 2011 - October 12, 2012
EKN FINANCIAL SERVICES INC.
February 7, 2008 - March 18, 2011
AMERICAN CAPITAL PARTNERS, LLC
May 8, 2006 - October 31, 2006
BISHOP, ROSEN & CO., INC.
February 11, 2002 - January 18, 2006
WINDHAM SECURITIES, INC.
July 25, 1999 - April 25, 2001
IPOMARKET.COM
June 24, 1997 - June 17, 1999
GLENN MICHAEL FINANCIAL, INC.
February 26, 1997 - May 9, 1997
THE HAMILTON-SHEA GROUP, INC.
October 27, 1994 - December 13, 1996
LANDMARK INTERNATIONAL EQUITIES
January 22, 1993 - October 31, 1994
CAMELOT INVESTMENT CORP.
May 17, 1990 - February 11, 1993
FIRST ASSET MANAGEMENT, INC.
February 1, 1990 - October 19, 1990
FIRST FIDELITY CAPITAL CORP.
December 8, 1989 - February 6, 1990
FIRST INDEPENDENCE GROUP INC.
March 10, 1989 - October 30, 1989
A.J. MICHAELS & CO., LTD.
February 25, 1984 - March 29, 1989
INDIVIDUAL'S SECURITIES LTD.
November 30, 1982 - February 10, 1984
BRODIS SECURITIES INCORPORATED
April 29, 1982 - October 12, 1982
BRODIS SECURITIES INCORPORATED
May 1, 1979 - April 22, 1982
BLINDER, ROBINSON & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/16/2016)
(1/14/2022)
(12/23/2015)
(12/23/2015)
(9/27/2023)
(4/28/2022)
(12/23/2015)
(2/12/2021)
(12/23/2015)
(10/5/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
TRIDENT PARTNERS LTD.
CRD#: 41258 / SEC#: , 8-49342
Contact information
FINRA licenses (50 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 5 |
| Arbitration | 4 |
Red Flags
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