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2328 Manatee Avenue West, Bradenton, FL 34205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
Branch Locations
2328 Manatee Avenue West, Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Wealth Management Group | Bradenton | FL | 05/2008 | Present |
| Lasalle St. Securities, Llc | Bradenton | FL | 09/2009 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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