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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Meadville | PA | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Meadville | PA | 04/2016 | Present |
| Williams Wealth Advisors | Meadville | PA | 05/2021 | Present |
| Bush Investment Group | Meadville | PA | 04/2016 | Present |
(1)Name of Business: Bush Investment Group Address: 911 Diamond Park, Meadville, PA, 16335, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Financial Planner (2)Name of Business: Williams Wealth Advisors Address: 911 Diamond Park, Meadville, PA, 16335, United States Activity Type: Business Owner Position/Title: Other, Owner/Proprietor Investment Related: No Start Date: 05/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My own LLC to save on Taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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