William Adams Weimar

CRD 1200209 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Baton Rouge, LA

IA RegisteredBroker

Also appears in the source record as: Will Weimar

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (21): Alabama · Arizona · Arkansas · California · Colorado · District Of Columbia · Florida · Georgia · Indiana · Kentucky · Louisiana · Maryland · Minnesota · Mississippi · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Years in the industry (source record): 42
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1200209 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (7)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Baton Rouge, LA · IA capacity

Oct 26, 2007 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Baton Rouge, LA · BC capacity

start not retrieved → present
Ubs Financial Services Inc.
IA capacity

Dec 11, 2002 → Nov 2, 2007
Ubs Financial Services Inc.
BD capacity

Aug 14, 2000 → Nov 2, 2007
J.C. Bradford & Co.
BD capacity

Apr 3, 1992 → Aug 14, 2000
Painewebber Incorporated
BD capacity

Dec 10, 1984 → Mar 27, 1992
Isfa Corporation
BD capacity

Mar 7, 1984 → Dec 13, 1984

Source & corrections

Where this page comes from

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