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286 Crystal Grove Blvd., Lutz, FL 33548 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2001-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor & Williams, Inc. | Tampa | FL | 06/2001 | Present |
05/2015 - Present: TW Stewards, LLC, 286 Crystal Grove Boulevard, Lutz, Florida 33548. The entity is a non-public Limited Liability Company set-up to own, operate, and manage the property located at 286 Crystal Grove Boulevard. The property management services are not investment-related. Mr. Williams is sole Managing Member of TW Stewards and spends approximately 1 hour a week during non-business hours managing the property. Insurance Agent/Agency located at 286 Crystal Grove Boulevard, Lutz, Florida 33548. Mr. Williams is licensed to sell life, health, and annuity insurance products. Time varies depending on the need of the client but generally not more than an 1 hour a month is devoted to insurance related services. 01/2026 - Present: Dallas 1 Corporation, 10328 Main Street, Thonotosassa, Florida 33592. The entity is a non-public corporation providing underground utility and construction. The construction company is not investment-related. Mr. Williams serves as a Director of Dallas 1 Corporation and spends approximately 1 hour a month during non-business trading hours. 01/2026 - Present: Modelithics, Inc., 3802 Spectrum Blvd, Suite 130, Tampa, Florida 33612. The entity is a non-public corporation building RF and microwave simulation models. The company is not investment-related. Mr. Williams serves as a Director of Modelithics, Inc. and spends approximately 1 hour a month during non-business trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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