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Detailed Report
WILLIAM GEORGE BELEZOS
BILL BELEZOS
CRD#: 2170271
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 138 CONANT ST 4TH FL
BEVERLY, MA 01915
Registration History
1995200020052010201520202025IAWELLS FARGO ADVISORS (CRD# 19616)2018 - Present (7 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2009 - Present (16 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1999 - 2009 (9 years)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1994 - 1999 (5 years)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1991 - 1994 (3 years)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1994 - 1994 (<1 year)
Disclosure(s)
View By:
9/4/2007
Customer Dispute
Denied
11/5/1999
Employment Separation After Allegations
License(s)

State Registrations

B
Alabama 1/4/2019
B
New Hampshire 2/27/2009
B
California 1/4/2019
IA
New Jersey 3/9/2018
B
Colorado 2/10/2022
B
New Jersey 1/25/2019
B
Connecticut 2/27/2009
B
New Mexico 1/3/2019
B
Delaware 10/19/2022
B
New York 2/27/2009
B
District of Columbia 9/6/2024
B
North Carolina 1/4/2019
B
Florida 2/27/2009
B
Oregon 1/7/2019
B
Hawaii 1/4/2019
B
Pennsylvania 1/4/2019
B
Kansas 10/30/2019
B
Rhode Island 2/27/2009
B
Maine 2/27/2009
B
South Carolina 5/26/2016
B
Maryland 4/19/2013
B
Tennessee 1/7/2019
B
Massachusetts 3/9/2009
B
Vermont 1/7/2019
B
Michigan 3/1/2023
B
Virginia 1/4/2019
B
Minnesota 1/9/2019
B
Washington 2/27/2009
B
Nevada 1/9/2019
B
Wisconsin 2/27/2009

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
138 CONANT ST 4TH FL, BEVERLY, MA 01915
Registered with this firm since 3/9/2018
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
138 CONANT ST 4TH FL, BEVERLY, MA 01915
Registered with this firm since 2/27/2009
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 11/09/1999 - 03/20/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) DANVERS, MA
B
 12/23/1994 - 12/02/1999 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
B
 09/23/1991 - 12/14/1994 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
B
 11/21/1994 - 12/13/1994 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.