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Detailed Report
WILLIAM JOSEPH WILLSON
BJ WILLSON
CRD#: 2659138
IA
Investment Adviser
B
Broker
MONEY CONCEPTS ADVISORY SERVICECRD#: 12963 RENO, NV
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2018 (17 years)2 FIRMS2018 - Present (7 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1998 - 2001 (2 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)1995 - 1998 (3 years)
License(s)

State Registrations

B
Arizona 1/10/2018
B
Nevada 1/10/2018
B
California 1/10/2018
IA
Nevada 1/30/2018
B
Idaho 9/19/2023
B
Utah 1/10/2018

SRO Registrations

B
 FINRA

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
MONEY CONCEPTS ADVISORY SERVICE (CRD#:12963)
RENO, NV
Registered with this firm since 1/30/2018
B
MONEY CONCEPTS CAPITAL CORP (CRD#:12963)
RENO, NV
Registered with this firm since 1/10/2018
Previous Registration(s)
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IA
 05/07/2001 - 01/10/2018 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) CARSON CITY, NV
B
 01/22/2001 - 01/10/2018 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) CARSON CITY, NV
B
 11/06/1998 - 01/16/2001 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SMITHFIELD, RI
B
 09/19/1995 - 11/05/1998 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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.