Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-05-02
  • GA RA
    APPROVED
    Since 2016-05-02

Branch Locations

6001 Chatham Center Dr. Ste 210, Savannah, GA 31405 • 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
Bernard Williams & Co Savannah GA 04/2001 Present
Cambridge Investment Research, Inc. Fairfield IA 04/2016 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2016 Present
Previous Registrations
  • 2015-01-02 → 2016-05-02
    Msi Financial Services, Inc.
    Savannah, GA
  • 2010-09-30 → 2015-01-02
    New England Securities
    Jacksonville, FL
    Savannah, GA
  • 2004-01-08 → 2010-09-13
    Savannah, GA
    Vadalia, GA
  • 2003-02-11 → 2003-12-19
    Concourse Financial Group Securities, Inc.
    Savannah, GA
Other Businesses

1.BERNARD WILLIAMS & COMPANY, 6001 CHATHAM CTR DR, STE 100, SAVANNAH, GA, 5/2005 AS BOARD MEMBER OF INSURANCE AGENCY. NIR - 4 HR/WK - 0/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.WILLIAMS & WILSON LLC, 7370 HODGSON MEMORIAL DR, STE D-10, SAVANNAH, GA, 1/2005 AS OWNING MEMBER OF LLC THAT HOLDS 2 RENTAL PROPERTIES. NIR - 3 HR/YR - 0/TRADING. 4.COLONY PARTNER'S INC, 6001 CHATHAM CTR DR, STE 100, SAVANNAH, GA, 3/2011 AS OWNER OF HOLDING COMPANY- C-CORP IS PART-OWNER IN BERNARD WILLIAMS & COMPANY. NIR - 2 HR/YR - 0/TRADING. 5.CHATHAM FINANCIAL ADVISORS, 6001 CHATHAM CTR DR, STE 210, SAVANNAH GA, 1/2015 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20 HR/WK - 5/TRADING. 6.SOCIETY OF COLONIAL WARS IN THE STATE OF GEORGIA, 220 E LIBERTY ST, SAVANNAH, GA, 2/2017 AS LIEUTENANT GOVERNOR. PARTICIPATING IN ORGANIZATION MEETINGS. NIR - 4/MO - 0/TRADING. 7.HTD TYBEE, LLC, 6 6th Street, Tybee Island GA 31328, United States, 10/16/2023, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 8.RAW - WILLIAMS FAMILY INVESTMENTS, LLC, 119 Waterway Drive, Savannah GA 31411, 04/2025, Member, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING. 9.THE OGLETHORPE CLUB, 450 Bull Street, Savannah GA 31401, START DATE 12/2025, Board Member, Food/Beverage Services, NIR, 1 HR/MO, 0 HR/MO TRADING 10.SAVANNAH AREA CHAMBER OF COMMERCE, 101 East Bay Street, Savannah GA 31401, START DATE 01/2026, Board Member, Business Membership Organization, NIR, 1 HR/MO, 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-13
S63 Uniform Securities Agent State Law Examination 2001-07-24
  • S65 Uniform Investment Adviser Law Examination
    2002-12-13
  • S63 Uniform Securities Agent State Law Examination
    2001-07-24
Other Names
  • Allen Williams

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Savannah, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor