Joshua Dillard Williams

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-02
GA	RA	APPROVED	2016-01-19

TX RA
APPROVED_RES

Since 2026-07-02
GA RA
APPROVED

Since 2016-01-19

Branch Locations

202 North Lewis Street, Lagrange, GA 30240 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stifel, Nicolaus & Company, Inc.	Lagrange	GA	02/2015	Present

02/2015 → Present

Stifel, Nicolaus & Company, Inc.

Lagrange, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-14

S66 Uniform Combined State Law Examination

2016-01-14

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Stifel, Nicolaus & Company, Incorporated

Disclosures

Employment History

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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