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WILLIAM THOMAS COLE
WILLIAM RICHARD COLE, WILLIAM COLE, Todd Cole
CRD#: 5112882
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Investment Adviser
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Previous Broker
ATEGENOS CAPITAL, LLCCRD#: 326708 1000 CHESTERBROOK BOULEVARD
SUITE 102
BERWYN, PA 19312
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2012 (6 years)2 FIRMS2012 - 2018 (5 years)IAATEGENOS CAPITAL, LLC (CRD# 326708)2023 - Present (1 year)BBRINKER CAPITAL SECURITIES, LLC (CRD# 38123)2018 - 2022 (4 years)IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 125446)2022 - 2022 (<1 year)IABRINKER CAPITAL INVESTMENTS, LLC. (CRD# 107975)2020 - 2021 (1 year)IABRINKER CAPITAL INC (CRD# 111743)2018 - 2020 (2 years)
License(s)

State Registrations

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Pennsylvania 9/25/2023

Current Registration(s)
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ATEGENOS CAPITAL, LLC (CRD#:326708)
1000 CHESTERBROOK BOULEVARD SUITE 102, BERWYN, PA 19312
Registered with this firm since 9/25/2023

Previous Registration(s)
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01/14/2022 - 06/10/2022 ORION PORTFOLIO SOLUTIONS, LLC (CRD#:125446) Berwyn, PA
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01/25/2018 - 06/10/2022 BRINKER CAPITAL SECURITIES, LLC (CRD#:38123) BERWYN, PA
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10/16/2020 - 12/31/2021 BRINKER CAPITAL INVESTMENTS, LLC. (CRD#:107975) BERWYN, PA
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01/26/2018 - 10/16/2020 BRINKER CAPITAL INC (CRD#:111743) BERWYN, PA
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08/20/2012 - 01/29/2018 STRATEGIC ADVISERS, INC. (CRD#:104555) MARLTON, NJ
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08/16/2012 - 01/26/2018 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) MARLTON, NJ
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08/02/2006 - 08/01/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PENNINGTON, NJ
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06/12/2006 - 08/01/2012 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PENNINGTON, NJ
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Broker
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Investment Adviser
Disclosures
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