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William Edward Romans

Formidable Asset Management, LLC

Vero Beach, FL

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Current Employers
Formidable Asset Management, Llc

221 E. 4Th Street Suite 2700, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-15
  • FL RA
    APPROVED
    Since 2026-04-15

Branch Locations

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Stuart FL 10/1998 05/2022
Wedbush Securities Vero Beach FL 07/2022 09/2022
Brm Investment Management Vero Beach FL 11/2022 Present
  • 10/1998 → 05/2022
    Stuart, FL
  • 07/2022 → 09/2022
    Wedbush Securities
    Vero Beach, FL
  • 11/2022 → Present
    Brm Investment Management
    Vero Beach, FL
Previous Registrations
Other Businesses

Name of Business : Vero Beach High School Baseball Booster Address: Vero Beach , FL Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: No Start Date: 04/18/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member-Attending Monthly meetings, supporting baseball team on various events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-09
  • S66 Uniform Combined State Law Examination
    1999-01-09
Other Names
  • Bill Romans
  • William Romans

View on SEC IAPD

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