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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-12 |
Branch Locations
6135 Memorial Drive Suite 103, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Bank | Worthington | OH | 06/2015 | 01/2018 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 01/2018 | 07/2019 |
| Mgo One Seven Llc Dba Pillar Wealth Group, Llc | Beachwood | OH | 07/2019 | 11/2024 |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
(1) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Williams Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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