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WILLIAM PATRICK TOUEY
WILLIAM PATRICK TOUEY JR
CRD#: 4101833
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 223 NORTH MONROE ST.
MEDIA, PA 19063
Registration History
20002002200420062008201020122014201620182020202220242 FIRMS2006 - 2013 (7 years)IALPL FINANCIAL LLC (CRD# 6413)2022 - Present (2 years)BLPL FINANCIAL LLC (CRD# 6413)2014 - Present (10 years)BLPL FINANCIAL LLC (CRD# 6413)2013 - 2014 (<1 year)BHORNOR, TOWNSEND & KENT, INC. (CRD# 4031)2000 - 2006 (6 years)IAINDEPENDENCE SQUARE HOLDINGS, LLC (CRD# 300139)2020 - 2022 (2 years)IAPRIVATE ADVISOR GROUP, LLC (CRD# 155216)2013 - 2020 (6 years)
License(s)

State Registrations

B
California 9/24/2024

B
Minnesota 6/11/2022

B
Delaware 5/1/2018

B
New Jersey 2/14/2014

B
Florida 2/14/2014

B
New York 6/1/2022

B
Georgia 12/7/2023

B
North Carolina 8/3/2017

B
Indiana 8/23/2023

B
Pennsylvania 2/14/2014

B
Maryland 9/22/2021

IA
Pennsylvania 3/3/2022

B
Massachusetts 12/19/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
223 NORTH MONROE ST., MEDIA, PA 19063
Registered with this firm since 3/3/2022

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LPL FINANCIAL LLC (CRD#:6413)
223 NORTH MONROE ST., MEDIA, PA 19063
Registered with this firm since 2/14/2014

Previous Registration(s)
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IA
01/17/2020 - 03/07/2022 INDEPENDENCE SQUARE HOLDINGS, LLC (CRD#:300139) Media, PA
IA
10/29/2013 - 01/14/2020 PRIVATE ADVISOR GROUP, LLC (CRD#:155216) MEDIA, PA
B
10/21/2013 - 02/13/2014 LPL FINANCIAL LLC (CRD#:6413) MEDIA, PA
IA
08/24/2006 - 10/29/2013 ESI FINANCIAL ADVISORS (CRD#:265) DREXEL HILL, PA
B
08/24/2006 - 10/29/2013 EQUITY SERVICES, INC. (CRD#:265) DREXEL HILL, PA
B
01/19/2000 - 07/13/2006 HORNOR, TOWNSEND & KENT, INC. (CRD#:4031) DREXEL HILL, PA
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Broker
IA
Investment Adviser
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.