Courtney Dannielle Lewis-Williams

Current Employers

Employment History

• 05/2016 → 11/2018
  Penn Mutual Life Insurance Company
  Horsham, PA
• 07/2016 → 11/2018
  Wealth Development Strategies Investment Advisory, Inc
  Houston, TX
• 05/2016 → 11/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 11/2018 → 01/2021
  Td Ameritrade, Inc
  Omaha, NE
• 11/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 02/2021 → 09/2022
  Fidelity Investments
  Glendale, AZ
• 10/2022 → Present
  Cfp Student
  Glendale, AZ
• 06/2024 → Present
  Usaa Life Insurance Company
  Phoenix, AZ
• 06/2024 → Present
  Usaa Investment Services Company
  Phoenix, AZ

Previous Registrations

• 2021-02-25 → 2022-10-20
  Fidelity Personal And Workplace Advisors
  Glendale, AZ
• 2018-12-04 → 2021-01-11
  Td Ameritrade, Inc.
  Pearland, TX
  Birmingham, AL
• 2018-12-04 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Pearland, TX
  Birmingham, AL
• 2016-07-02 → 2018-11-28
  Wealth Development Strategies Investment Advisory, Inc.
  Houston, TX
• 2016-05-18 → 2018-11-27
  Hornor, Townsend & Kent, Llc
  Houston, TX
• 2015-01-02 → 2016-05-11
  Msi Financial Services, Inc.
  Houston, TX
• 2013-05-24 → 2015-01-02
  New England Securities
  Houston, TX

Other Businesses

Name of the business: Courtney Lewis-Williams; .Business investment-related: No; .Address: PO BOX 10073, Glendale AZ 85318; .Nature of the business: Notary Signing Agent (NSA);. Position: Independent Contractor; .Start date: 05/25/2021; .Hours/months you devote: 20 hours a month; .Hours you devote during securities trading hours: None; .Duties: Deliver loan documents to borrowers, oversee the signing, and return the documents. Name of Business: USPS; .Business investment-related: No; .Address: 12250 W Corporate Drive Avondale, AZ 85323; .Nature of the business: Sorting and Handling; .Position: PSE Mail Processing Clerk; .Start date: 10/19/2024; .Hours/months you devote: 25 hours a month; .Hours you devote during securities trading hours: None;. Duties: Performs a variety of clerk duties required to process mail using mail processing equipment or manual methods of sortation and distribution.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-14
• S63 Uniform Securities Agent State Law Examination
  2007-03-26

Designations

Other Names

• Courtney Lewis-Williams
• Courtney Lewis-Williams
• Courtney Lewis-Williams