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Sara Danielle Williams

Coordinated Capital Securities, Inc.

Fort Atkinson, WI

Fort Atkinson, WI

Fort Atkinson, WI

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Current Employers
Coordinated Capital Securities, Inc.

229 S Main Street, Fort Atkinson, WI 53538 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-08-12
  • WI RA
    APPROVED
    Since 2022-08-12

Branch Locations

229 S Main Street, Fort Atkinson, WI 53538 • UNITED STATES

229 S Main Street, Fort Atkinson, WI 53538 • United States

229 S Main Street, Fort Atkinson, WI 53538 • 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
Coordinated Capital Securities, Inc. Madison WI 10/2007 12/2018
Massmutual Wisconsin Madison WI 01/2019 02/2020
Mml Investors Services, Llc Madison WI 01/2019 02/2020
Coordinated Capital Securities Inc Fort Atkinson WI 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
S63 Uniform Securities Agent State Law Examination 2019-01-14
  • S66 Uniform Combined State Law Examination
    2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2019-01-14

View on SEC IAPD

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