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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

William Talmadge Link

Advisor at J.P. MORGAN SECURITIES LLC

Cary, NC | Durham , NC

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Search this name across graphsid dfx:ria:4ba16762-ae7d-cdde-9dce-416bb7882a2e

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 10, 2021 to Sep 18, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
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: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 28, 2021
First registration: Sep 10, 2021
Dual registered: yes, broker-dealer
Other names: William T Link|Will Link|William Talmadge Link|William Link|William Talmadge Link|William T Link|William Link|William Talmadge Link
IAPD individual key: 7381170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 15, 2026	n/a	yes	Cary, NC\|Durham , NC	Current employment
Captrust	Institutional manager	Oct 30, 2025	Mar 5, 2026	no	Raleigh, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 12, 2023	Oct 7, 2025	no	CHAPEL HILL, NC\|RALEIGH, NC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 10, 2021	Sep 18, 2023	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Captrust	J.P. MORGAN SECURITIES LLC	Mar 5, 2026	Jul 15, 2026	132	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Captrust	Oct 7, 2025	Oct 30, 2025	23	Firm change	Other
EQUITABLE ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 18, 2023	Oct 12, 2023	24	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Oct 30, 2025 to Mar 5, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 12, 2023 to Oct 7, 2025factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 10, 2021 to Sep 18, 2023factForm ADV

Dated events

Occurred
Mar 5, 2026
Advisor changed firm
William Talmadge Link left Captrust for J.P. Morgan Securities Llc (registered 2026-07-15)
Form ADVobserved 4 days ago
Occurred
Oct 7, 2025
Advisor changed firm
William Talmadge Link left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Captrust (registered 2025-10-30)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
William Talmadge Link left Equitable Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-10-12)
Form ADVobserved 4 days ago