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Brad J. Williams

Williams And Schiller Wealth Management, LLC

Sandpoint, ID

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Current Employers
Williams And Schiller Wealth Management, Llc

708 Superior Street, Sandpoint, ID 83864 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2007-05-21
  • ID RA
    APPROVED
    Since 2007-05-21

Branch Locations

708 Superior Street, Sandpoint, ID 83864 • 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
Williams & Parsons Financial Services, Llc Sandpoint ID 05/2007 Present
Williams & Parsons, P.C. Cpas Sandpoint ID 06/1996 Present
  • 05/2007 → Present
    Williams & Parsons Financial Services, Llc
    Sandpoint, ID
  • 06/1996 → Present
    Williams & Parsons, P.C. Cpas
    Sandpoint, ID
Other Businesses

MR. WILLIAMS IS A CERTIFIED PUBLIC ACCOUNTANT AND A PRINCIPAL FOR WILLIAMS & PARSONS, P.C. CPAS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-16
  • S65 Uniform Investment Adviser Law Examination
    2007-05-16
Designations

View on SEC IAPD

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