WILLIAM BOYCE PORTWOOD

C16

IAR CRD 4853700·Industry start 2006-07-12

Identity

Legal name

WILLIAM BOYCE PORTWOOD

CRD

4853700

NPN

—

Career

Previous employments

CAPITAL CONNECT, LLC2024-04-30

VEST SECURITIES, LLC2023-08-02

Current branches

VESTRA ADVISORS, LLC

WHELAN ADVISORY CAPITAL MARKETS, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

2006-07-12

Est. age

42

Age confidence

high

Est. birth year

1984

BC active

Yes

IA active

No

Disclosures

No

Private residence

Yes

Firm affiliations

2

SLATED ANALYTICS, LLC

Executive Officer · 2.5% ownership

Executive Officer · 2.5% ownership