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8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-30 |
Branch Locations
8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Asset Management | Columbia | MD | 08/2022 | 10/2024 |
| Strategic Wealth Management Group Ltd. | Mcmurray | PA | 06/2021 | 08/2021 |
| Pennsylvania State University | State College | PA | 08/2018 | 05/2022 |
| Peters Township School District | Mcmurray | PA | 08/2014 | 06/2018 |
| N/A | Mcmurray | PA | 05/2022 | 08/2022 |
| Valley Brook Country Club | Canonsburg | PA | 05/2017 | 07/2021 |
| Southpointe Management Llc | Canonsburg | PA | 04/2015 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 10/2024 |
| Williams Asset Management | Columbia | MD | 10/2024 | Present |
| Williams Asset Management | Columbia | MD | 08/2022 | 07/2024 |
| Williams Asset Management | Columbia | MD | 01/2026 | Present |
1. Member, McSix, LLC, an entity created for the purpose of managing real estate in State College, PA 16801, as of 11/20/2018; 0% time spent during business hours; Not conducted at branch; Investment related. 2. Member, SLM6, LLC; an entity created for the purpose of buying and managing residential real estate in Oakland, MD 21550 and Rockville, MD 20852, as of 10/30/2024; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-12 |
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