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Williams And Schiller Wealth Management, LLC CRD 143049
$121M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
708 Superior Street, Sandpoint, ID 83864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2007-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams & Parsons Financial Services, Llc | Sandpoint | ID | 05/2007 | Present |
| Williams & Parsons, P.C. Cpas | Sandpoint | ID | 06/1996 | Present |
MR. WILLIAMS IS A CERTIFIED PUBLIC ACCOUNTANT AND A PRINCIPAL FOR WILLIAMS & PARSONS, P.C. CPAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-16 |
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