Inactive

Christian Williams

Medallion Wealth Advisors, LLC

Philadelphia, PA

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Current Employers

Medallion Wealth Advisors, Llc

2 Bridgewater Road Suite 201, Farmington, CT 06032 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-09
CT	RA	APPROVED	2026-05-14
PA	RA	APPROVED	2026-05-14

FL RA
APPROVED

Since 2026-06-09
CT RA
APPROVED

Since 2026-05-14
PA RA
APPROVED

Since 2026-05-14

Branch Locations

Philadelphia, PA • United States

2 Bridgewater Road Suite 201, Farmington, CT 06032 • 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

Organization	City	State	From	To
Medallion Wealth Advisors, Llc	Farmington	CT	02/2026	Present
The Michaels Organization	Camden	NJ	11/2021	01/2026
Berkadia	Philadelphia	PA	01/2020	10/2021
Riverside Capital	Marlton	NJ	05/2019	08/2019
Lafayette College	Easton	PA	01/2018	12/2019
Florida Atlantic University	Boca Raton	FL	08/2015	12/2017
Jofit Inc	Warminster	PA	05/2017	07/2017

02/2026 → Present

Medallion Wealth Advisors, Llc

Farmington, CT
11/2021 → 01/2026

The Michaels Organization

Camden, NJ
01/2020 → 10/2021

Berkadia

Philadelphia, PA
05/2019 → 08/2019

Riverside Capital

Marlton, NJ
01/2018 → 12/2019

Lafayette College

Easton, PA
08/2015 → 12/2017

Florida Atlantic University

Boca Raton, FL
05/2017 → 07/2017

Jofit Inc

Warminster, PA

Other Businesses

Partner and CFO of Cookie Head, Dessert shop franchise in Florida; 15 hours/month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-13

S65 Uniform Investment Adviser Law Examination

2026-05-13

View on SEC IAPD

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