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Detailed Report
WILLIAM MORLEY MEREDITH
BILL MEREDITH, WILLIAM M MEREDITH
CRD#: 2797365
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2100 NORTHWEST BLVD STE 180
COEUR D'ALENE, ID 83814
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2011 (9 years)2 FIRMS2011 - Present (14 years)BWELLS FARGO SECURITIES INC. (CRD# 17438)2000 - 2001 (1 year)BCAL FED INVESTMENTS (CRD# 19631)1999 - 2000 (<1 year)BBA INVESTMENT SERVICES, INC. (CRD# 12965)1997 - 1999 (1 year)
License(s)

State Registrations

B
Arizona 1/3/2011
B
Nevada 1/3/2011
B
California 1/3/2011
B
New Hampshire 6/29/2022
IA
California 1/3/2011
B
New Mexico 11/21/2024
B
Colorado 1/3/2011
B
New York 5/16/2023
B
Connecticut 1/24/2017
B
North Carolina 9/18/2020
B
Georgia 12/21/2020
B
Oregon 10/18/2017
B
Idaho 9/10/2015
B
Tennessee 3/8/2013
IA
Idaho 11/30/2018
B
Utah 4/9/2020
B
Montana 6/29/2012
B
Washington 1/3/2011

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)
2100 NORTHWEST BLVD STE 180, COEUR D'ALENE, ID 83814
230 W IRONWOOD DR, COEUR D ALENE, ID 83814
Registered with this firm since 1/3/2011
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2100 NORTHWEST BLVD STE 180, COEUR D'ALENE, ID 83814
230 W IRONWOOD DR, COEUR D ALENE, ID 83814
Registered with this firm since 1/3/2011
Previous Registration(s)
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IA
 05/15/2001 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) VALENCIA, CA
B
 05/02/2001 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) VALENCIA, CA
B
 01/14/2000 - 05/02/2001 WELLS FARGO SECURITIES INC. (CRD#:17438) SAN FRANCISCO, CA
B
 07/02/1999 - 01/19/2000 CAL FED INVESTMENTS (CRD#:19631) SACRAMENTO, CA
B
 09/08/1997 - 06/14/1999 BA INVESTMENT SERVICES, INC. (CRD#:12965) OAKLAND, CA
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.