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William L Overstreet
William Lewis Overstreet, William Overstreet
CRD#: 6997099
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 1330 GEMINI AVE
HOUSTON, TX 77058
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2020 (1 year)2 FIRMS2025 - Present (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2022 - 2024 (1 year)BKEY INVESTMENT SERVICES LLC (CRD# 136300)2020 - 2021 (1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2023 - 2024 (1 year)
License(s)

State Registrations

B
Texas 1/13/2025

B
Washington 1/13/2025

IA
Texas 1/13/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
1330 GEMINI AVE, HOUSTON, TX 77058
Registered with this firm since 1/13/2025

B
LPL FINANCIAL LLC (CRD#:6413)
1330 GEMINI AVE, HOUSTON, TX 77058
Registered with this firm since 1/13/2025

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/22/2023 - 11/22/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
12/08/2022 - 11/22/2024 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
04/02/2020 - 08/02/2021 KEY INVESTMENT SERVICES LLC (CRD#:136300) Tacoma, WA
IA
11/23/2018 - 03/11/2020 EDWARD JONES (CRD#:250) TACOMA, WA
B
09/27/2018 - 03/11/2020 EDWARD JONES (CRD#:250) TACOMA, WA
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B
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.