This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UBS FINANCIAL SERVICES INC.

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 11, 2020

First registration

Feb 13, 2020

Dual registered

yes, broker-dealer

Other names

Will Witter|WILLIAM WINSTEAD WITTER|William Witter|William W Witter

IAPD individual key

7190090

• Occurred

  Oct 1, 2024
  Advisor changed firm

  William Winstead Witter left Fidelity Personal And Workplace Advisors for Ubs Financial Services Inc. (registered 2025-11-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2bd617ae-83b2-4a81-8b1a-72263169f6dd

First observed

Feb 13, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.