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Inactive

Chad Williamson

Tobias Financial Advisors

Plantation, FL

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Current Employers
Tobias Financial Advisors

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-05
  • FL RA
    APPROVED
    Since 2025-03-05

Branch Locations

1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • 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
Fides Wealth Strategies Group San Diego CA 11/2015 09/2016
The Wealth Consulting Group San Diego CA 11/2015 11/2018
Lpl Financial, Llc San Diego CA 09/2016 11/2018
Koa Wealth Management, Llc San Diego CA 11/2018 12/2021
Mariner Wealth Advisors San Diego CA 01/2022 01/2025
Tobias Financial Advisors Plantation FL 01/2025 Present
  • 11/2015 → 09/2016
    Fides Wealth Strategies Group
    San Diego, CA
  • 11/2015 → 11/2018
    The Wealth Consulting Group
    San Diego, CA
  • 09/2016 → 11/2018
    Lpl Financial, Llc
    San Diego, CA
  • 11/2018 → 12/2021
    Koa Wealth Management, Llc
    San Diego, CA
  • 01/2022 → 01/2025
    Mariner Wealth Advisors
    San Diego, CA
  • 01/2025 → Present
    Tobias Financial Advisors
    Plantation, FL
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL
MML INVESTORS SERVICES, LLC · PLANTATION, FL
OSAIC ADVISORY SERVICES, LLC · Plantation, FL
STERLING WEALTH ADVISORS, INC. · PLANTATION, FL
FARTHER · Plantation, FL
MG&A WEALTH · PLANTATION, FL

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