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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

WILLIAM BRYANT KEITH

Advisor at AMERICAN INDEPENDENT SECURITIES GROUP, LLC

ALBANY, OR | EAGLE, ID

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2003 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: AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 11, 1992
First registration: Jun 2, 2003
Dual registered: yes, broker-dealer
Other names: Bill Keith
IAPD individual key: 2218727

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
AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Independent wealth	Apr 8, 2016	n/a	yes	EAGLE, ID\|EAGLE, ID\|ALBANY, OR	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 21, 2014	Dec 3, 2015	no	PORTLAND, OR	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Apr 28, 2006	Oct 20, 2014	no	BEAVERTON, OR\|BEAVERTON, OR\|WILSONVILLE, OR\|CORVALLIS, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 2, 2003	Apr 28, 2006	no	CORVALLIS, OR\|CORVALLIS, OR	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMERICAN INDEPENDENT SECURITIES GROUP, LLC	Dec 3, 2015	Apr 8, 2016	127	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 20, 2014	Oct 21, 2014	1	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	CUSO FINANCIAL SERVICES, L.P.	Apr 28, 2006	Apr 28, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ AMERICAN INDEPENDENT SECURITIES GROUP, LLCRegistered adviserregistration: current employment
Apr 8, 2016 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 21, 2014 to Dec 3, 2015factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Apr 28, 2006 to Oct 20, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 2, 2003 to Apr 28, 2006factForm ADV

Dated events

No dated event names this entity yet.