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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-17 |
Branch Locations
130 South Main Street Suite 600, Greenville, SC 29601 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Naples | FL | 01/2024 | 08/2024 |
| Furman University | Greenville | SC | 08/2019 | 05/2023 |
| Furman Housing | Greenville | SC | 05/2022 | 05/2023 |
| Furman Enrollment Services | Greenville | SC | 08/2022 | 05/2023 |
| Florida Gulf Coast University | Naples | FL | 08/2023 | 12/2024 |
| Williams Wealth Management | Greenville | SC | 01/2025 | Present |
| Student | Naples | FL | 08/2014 | 08/2019 |
| Unemployed | Naples | FL | 06/2023 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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