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Current Employers
Williams Wealth Management Group, Inc.

2328 Manatee Avenue West, Bradenton, FL 34205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-20
  • FL RA
    APPROVED
    Since 2025-03-20

Branch Locations

2328 Manatee Avenue West, Bradenton, FL 34205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams Wealth Management Group Bradenton FL 05/2008 Present
Lasalle St. Securities, Llc Bradenton FL 09/2009 Present
  • 05/2008 → Present
    Williams Wealth Management Group
    Bradenton, FL
  • 09/2009 → Present
    Lasalle St. Securities, Llc
    Bradenton, FL
Previous Registrations
Other Businesses

1)WILLIAMS WEALTH MANAGEMENT GROUP INC; Investment related; 2328 Manatee Avenue West, Bradenton, FL 34205; RIA; PRESIDENT/CFP; 40 HRS/WK; OFFERING LIFE INSURANCE AS PART OF COMPREHENSIVE FINANCIAL PLAN. 2)Licensed Insurance Agent; Investment related; Start Date: 11/2001; Life Insurance, Health Insurance and Annuities. 3)RETIREWELL PROPERTIES, LLC; Not Investment related;1515 51ST ST. WEST, Bradenton, FL 34205; real estate; President; Start Date: 06/2019; 1 hour/month; Manage property. 4) 1715 VENTURES LLC. Not investment related; 1515 51ST ST. WEST, Bradenton, FL 34205; President; Start Date: 03/2021; Real Estate; 1 hour/month; Manage property. 4)Fiduciary Shield, LLC- Investment Related; 1515 51ST ST. WEST, Bradenton, FL 34205; Owner; Start Date: 11/2015; Retirement Administration; 1 hour/month; Owner. 5)Blue Paradise Rentals, LLC; Not investment related; Owner; 1515 51ST ST. WEST, Bradenton, FL 34205; Start Date:08/2021; Real Estate; 1 hour/month; Manage property. 6)Drift In AMI LLC; Not investment related; 1515 51ST ST. WEST, Bradenton, FL 34205; President, Start Date: 12/2022; Retail; Family beach bar/pub; 1 hour/month; Owner. 7)Gulf Sands AMI LLC; Not investment related; 1515 51ST ST. WEST, Bradenton, FL 34205; Owner; Start Date: 01/2022; Beach Condo rental; 1 hour/month; Manage property. 8) LASALLE ST. SECURITIES, LLC; Investment related; 2328 Manatee Avenue West, Bradenton, FL 34205; Broker/Dealer Firm; Registered Representative; Start 09/2009; Approximately 40 hours/week

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-01
  • S63 Uniform Securities Agent State Law Examination
    2000-08-01
Designations

View on SEC IAPD

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