Boone Merrill Williams

Current Employers

Employment History

• 01/2014 → 06/2020
  Student
  Clayton, NC
• 03/2016 → 12/2019
  Self-Employed
  Clayton, NC
• 02/2018 → Present
  Socratic Better Wealth
  Raleigh, NC
• 08/2020 → 05/2024
  Self-Employed
  Chapel Hill, NC
• 03/2023 → 05/2023
  Might As Well Bar & Grill
  Chapel Hill, NC
• 05/2023 → Present
  Rizzo Center
  Chapel Hill, NC
• 02/2020 → Present
  Lpl Financial, Llc
  Raleigh, NC

Other Businesses

1- 11/2024 / Socratic Better Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/12/2024 - Socratic Better Wealth - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 12/01/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to INDEPENDENT ADVISOR ALLIANCE, LLC, an independent investment advisor firm. I started this business activity 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 11/12/2024- INDEPENDENT ADVISOR ALLIANCE, LLC - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to INDEPENDENT ADVISOR ALLIANCE, LLC, an independent investment advisor firm. I started this business activity 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-23