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William David Vellon

DHC 2016 LLC·EVANSTON, Illinois
SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 79TO20 years registeredDHC 2016 LLC
1560 SHERMAN AVENUE, EVANSTON, IL 60201CRD# 1954258Firm CRD# 286400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William David Vellon · EVANSTON, IL
Registration
CRD #1954258 · DHC 2016 LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC
Mar 2008 – present
TLG ADVISORS, INC.
Aug 2006 – May 2007
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 52TO
Series 53
Series 63
Series 65
Series 79TO
Registration record
First registered · August 10, 2006
Years registered · 20
03

Disclosure History

1995Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

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Frequently Asked Questions

What services does William David Vellon offer?
William David Vellon is a registered financial advisor in EVANSTON, Illinois. Contact their office for details on services offered.
What are William David Vellon's credentials?
William David Vellon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Vellon located?
William David Vellon is based in EVANSTON, Illinois, working with DHC 2016 LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How large is DHC 2016 LLC?
DHC 2016 LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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Other Advisors at DHC 2016 LLC

Keith Gregory Daubenspeck
EVANSTON, IL
Asher Dov Wolmark
EVANSTON, IL
William Robert Holtz
EVANSTON, IL

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