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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
2929 Allen Parkway Ste 3000, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Wealth Management, Llc | Houston | TX | 02/2012 | 05/2023 |
| Avalon Advisors, Llc | Houston | TX | 03/2008 | 05/2023 |
| Corient | Houston | TX | 05/2023 | Present |
| Cipw Service Company, Llc | Toronto | 05/2023 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Since December 2010, Mr. Williams has served as a Director of the Cyvia and Melvyn Wolff Family Foundation, a private foundation located at 8606 Crescent Lane, Houston, TX 77024-7026. It is in part investment-related, providing oversight for the investment portfolio as well as helping the foundation achieve its philanthropic objectives. It requires a time commitment of approximately four hours per month, none during trading hours. Since March 2018, Mr. Williams has been a managing member of BC Alan, LLC, a Texas Limited Liability Company that purchases and holds single-family residential investment properties. There is no physical office, and Mr. Williams' role is primarily as a capital investor. It requires a time commitment of approximately one hour per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-27 |
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