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Christopher Joseph Williams

Foundation Wealth & Tax Advisors, LLC

Annapolis, MD

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Current Employers
Foundation Wealth & Tax Advisors, Llc

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-30
VA RA APPROVED 2023-08-24
  • MD RA
    APPROVED
    Since 2024-10-30
  • VA RA
    APPROVED
    Since 2023-08-24

Branch Locations

839 Bestgate Road Suite 400, Annapolis, MD 21401 • 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
Deloitte Parsippany NJ 01/2014 09/2016
Citrin Cooperman Livingston NJ 10/2016 07/2018
Chesapeake Partners Baltimore MD 08/2018 11/2018
Kram, Mccarthy, Ayers, & Frost, Llc Chester MD 01/2019 Present
Bestgate Wealth Advisors, Llc Frederick MD 06/2019 10/2022
Foundation Wealth & Tax Advisors, Llc Annapolis MD 05/2022 Present
  • 01/2014 → 09/2016
    Deloitte
    Parsippany, NJ
  • 10/2016 → 07/2018
    Citrin Cooperman
    Livingston, NJ
  • 08/2018 → 11/2018
    Chesapeake Partners
    Baltimore, MD
  • 01/2019 → Present
    Kram, Mccarthy, Ayers, & Frost, Llc
    Chester, MD
  • 06/2019 → 10/2022
    Frederick, MD
  • 05/2022 → Present
    Annapolis, MD
Previous Registrations
Other Businesses

1) CJW LLC; investment related: No; Location: 1802 St Mark Dr Gambrills MD 21054 United States; Description: Holding Company; Position Title: Owner; Responsibilities Duties: Owner / Manager; Start date: 2019-01-02; Hours per month during trading hours: 160; Hours per month outside trading hours: 15; Owner of Kram, McCarthy, Ayers & Frost LLC - Accounting Firm. 2) Kram, McCarthy, Ayers & Frost Tax Services LLC; investment related: No; Location: 1704 Main Street Chester MD 21619 USA; Description: Accounting Firm, owned 100% by Kram, McCarthy Ayers & Frost LLC.; Position Title: Member; Responsibilities Duties: Accountant; Start date: 2019-01-02; Hours per month during trading hours: 160; Hours per month outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 95

Designations

View on SEC IAPD

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