William Davis Milligan

Current Employers

Wealth Management Advisors, Llc

4705 Main Street, Shallotte, NC 28459 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2013-03-18

NC RA
APPROVED

Since 2013-03-18

Branch Locations

4705 Main Street, Shallotte, NC 28470 • 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

Organization	City	State	From	To
Wealth Management Advisors, Llc	Shallotte	NC	07/2000	Present
W. Davis Milligan, Cpa, Pa	Shallotte	NC	10/1984	Present

07/2000 → Present

Wealth Management Advisors, Llc

Shallotte, NC
10/1984 → Present

W. Davis Milligan, Cpa, Pa

Shallotte, NC

Other Businesses

I AM PRESIDENT OF W. DAVIS MILLIGAN, CPA, PA. THE BUSINESS IS NOT INVESTMENT-RELATED. THE ADDRESS IS 4705 MAIN STREET, SHALLOTTE, NC 28459. I DEVOTE APPROXIMATELY 150 HOURS PER MONTH WORKING WITH CLIENTS ON TAX, ACCOUNTING AND FINANCIAL MATTERS. I HAVE WORKED FOR W. DAVIS MILLIGAN, CPA, PA SINCE OCTOBER 1984.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-29

S65 Uniform Investment Adviser Law Examination

1999-12-29

Designations

View on SEC IAPD

Current Employers

Wealth Management Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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