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2625 Townsgate Road Suite 330, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| AK | RA | APPROVED | 2023-12-11 |
| TX | RA | APPROVED_RES | 2023-10-12 |
Branch Locations
2625 Townsgate Road Suite 330, Westlake Village, CA 91361 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pasadena | CA | 10/2000 | 03/2019 |
| Charles Schwab Bank | Pasadena | CA | 02/2005 | 03/2019 |
| Western International Securities, Inc. | Pasadena | CA | 03/2019 | 05/2023 |
| Dynamic Wealth Advisors Dba Williams & Novak Wealth Management | Phoenix | AZ | 05/2023 | 11/2023 |
| Williams & Novak Wealth Management, Llc | Westlake Village | CA | 08/2023 | Present |
| Alexander Capital, L.P. | Red Bank | NJ | 05/2026 | Present |
1) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent 2) Estate Documents Pro, LLC; Non Investment-Related; Estate Document Referral Service; Licensee 3) Griffin Board of Education; Non Investment-Related; Board Member; Offering guidance on various education related issues 4) Williams & Novak Tax Partners, LLC: Non-Investment related. Owner & manager, 2625 Townsgate Rd., Ste 330, Westlake Village, CA 91361.Start date 9/15/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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