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Detailed Report
WILLIAM PATRICK FAIR
CRD#: 4243098
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Investment Adviser
AP WEALTH MANAGEMENTCRD#: 156417 1100 FRAZIER DRIVE
AUGUSTA, GA 30909
Registration History
2002200420062008201020122014201620182020202220242026IAAP WEALTH MANAGEMENT (CRD# 156417)2011 - Present (14 years)IAAUGUSTA CAPITAL INVESTORS, LLC (CRD# 168607)2014 - 2019 (5 years)IAAUGUSTA CAPITAL MANAGEMENT, LLC (CRD# 164721)2014 - 2018 (4 years)IAFIRST CITIZENS ASSET MANAGEMEN... (CRD# 140777)2009 - 2010 (1 year)IAWACHOVIA SECURITIES, LLC (CRD# 19616)2005 - 2009 (3 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2002 - 2005 (2 years)
License(s)

State Registrations

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Georgia 3/17/2011
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Texas 5/7/2019
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South Carolina 3/17/2011
Current Registration(s)
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AP WEALTH MANAGEMENT (CRD#:156417)
1100 FRAZIER DRIVE, AUGUSTA, GA 30909
Registered with this firm since 3/17/2011
Previous Registration(s)
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 03/25/2014 - 03/19/2019 AUGUSTA CAPITAL INVESTORS, LLC (CRD#:168607) AUGUSTA, GA
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 03/25/2014 - 08/06/2018 AUGUSTA CAPITAL MANAGEMENT, LLC (CRD#:164721) AUGUSTA, GA
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 03/11/2009 - 07/23/2010 FIRST CITIZENS ASSET MANAGEMENT, INC (CRD#:140777) RALEIGH, NC
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 06/24/2005 - 01/21/2009 WACHOVIA SECURITIES, LLC (CRD#:19616) NORTH AUGUSTA, SC
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 07/25/2002 - 06/23/2005 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) AIKEN, SC
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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.
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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.