Unclaimed Profile

William Andres Lorenz

INDIVISIBLE PARTNERS, LLC·CLEARWATER, Florida

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65Clean record28 years registeredINDIVISIBLE PARTNERS, LLC

114 TURNER STREET, CLEARWATER, FL 33756CRD# 2162073Firm CRD# 332431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Andres Lorenz · CLEARWATER, FL

Registration

CRD #2162073 · INDIVISIBLE PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INDIVISIBLE PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 1998 – Mar 2022

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 12, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDIVISIBLE PARTNERS, LLC

CRD 332431 · SEC 801-131364

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by INDIVISIBLE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDIVISIBLE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Andres Lorenz offer?

William Andres Lorenz specializes in Financial Planning, Investment Management.

What are William Andres Lorenz's credentials?

William Andres Lorenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Andres Lorenz located?

William Andres Lorenz is based in CLEARWATER, Florida, last registered with INDIVISIBLE PARTNERS, LLC.

How does William Andres Lorenz charge for services?

William Andres Lorenz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDIVISIBLE PARTNERS, LLC?

INDIVISIBLE PARTNERS, LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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