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Registered advisor
W•••••• E••••• B•••••••••
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as William E Burmeister
At current firm
5 y
since Sep 20, 2021
In the industry
19 y
since Sep 6, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• • A••••••••• I••• national BD currentsince Sep 20, 2021 · Farmington Hills, Mi
- A••••• A•• P••••••• S••••••• BD affiliatedJan 27, 2015 to Aug 25, 2021 · Southfield, Mi
- H•••• F•••••••• S•••••••• I••• independent RIAFeb 2, 2011 to Apr 16, 2014 · Ann Arbor, Mi
Moves
a registration end followed by a registration begin elsewhere
- A••••• A•• P••••••• S••••••• to R•••••• J•••• • A••••••••• I•••left Aug 25, 2021, registered Sep 20, 2021 (26 days) · Affiliated broker-dealer or bank to another · moved with a team
- H•••• F•••••••• S•••••••• I••• to A••••• A•• P••••••• S•••••••left Apr 16, 2014, registered Jan 27, 2015 (286 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address