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Inactive

Juliette Cherie Williams

Wealthspire Advisors

Delafield, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-01-05
  • WI RA
    APPROVED
    Since 2021-01-05

Branch Locations

709B Milwaukee Street, Delafield, WI 53018 • 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
Wealthspire Advisors Delafield WI 05/2015 Present
Wealthspire Capital, Llc Delafield WI 10/2015 06/2020
  • 05/2015 → Present
    Wealthspire Advisors
    Delafield, WI
  • 10/2015 → 06/2020
    Wealthspire Capital, Llc
    Delafield, WI
Previous Registrations
  • 2015-05-07 → 2020-12-31
    Wealthspire Advisors
    Delafield, WI
  • 2012-12-07 → 2015-05-05
    Next Financial Group, Inc.
    Delafield, WI
  • 2012-05-31 → 2012-11-30
    Woodbury Financial Services, Inc.
    Kewaskum, WI
    Fond Du Lac, WI
    Kewaskum, WI
Other Businesses

(1) EMPLOYEE; BRONFMAN E.L. ROTHSCHILD, LP, A REGISTERED INVESTMENT ADVISER, START DATE 5/1/2015, CLIENT SUPPORT COORDINATOR, 90-95% OF TIME

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-17
S63 Uniform Securities Agent State Law Examination 1996-10-31
  • S66 Uniform Combined State Law Examination
    2012-02-17
  • S63 Uniform Securities Agent State Law Examination
    1996-10-31
Other Names
  • Julie Williams
  • Juliette Benoit
  • Julie Benoit

View on SEC IAPD

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Other Offices

WEALTHSPIRE ADVISORS · Delafield, WI
EDWARD JONES · DELAFIELD, WI
RBC CAPITAL MARKETS, LLC · Delafield, WI
PRESCIENT CAPITAL MANAGEMENT, LLC · DELAFIELD, WI
BEHL WEALTH MANAGEMENT · DELAFIELD, WI
J.P. MORGAN SECURITIES LLC · DELAFIELD, WI
HARBOUR INVESTMENTS, INC. · DELAFIELD, WI
PAVLIC INVESTMENT ADVISORS, INC. · DELAFIELD, WI

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