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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)31 years in industry

WILLIAM MARSH

Advisor at WELLS FARGO ADVISORS

BRADENTON, FL | TAMPA, FL | Osprey, FL | SARASOTA, FL | VENICE, FL

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Search this name across graphsid dfx:ria:8245ee96-fe6d-7243-84da-367e600fa9f4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 15, 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: WELLS FARGO ADVISORS
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: Sep 6, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Sep 6, 1995
First registration: Dec 31, 2001
Dual registered: yes, broker-dealer
Other names: WILLIAM HILL MARCH|WILLIAM HILL MARSH|BILL MARSH|WILLIAM HILL MARSH|WILLIAM HILL MARSH|WILLIAM H MARSH
IAPD individual key: 2656004

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
WELLS FARGO ADVISORS	Wirehouse	May 11, 2010	n/a	yes	BRADENTON, FL\|SARASOTA, FL\|VENICE, FL\|Osprey, FL\|TAMPA, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	May 11, 2010	no	SARASOTA, FL\|SARASOTA, FL\|SARASOTA, FL\|SARASOTA, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 6, 2002	Oct 23, 2009	no	SARASOTA, FL\|SARASOTA, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 31, 2001	May 7, 2002	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	May 11, 2010	May 11, 2010	0	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	May 7, 2002	May 6, 2002	-1	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
May 11, 2010 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to May 11, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 6, 2002 to Oct 23, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 31, 2001 to May 7, 2002factForm ADV

Dated events

No dated event names this entity yet.