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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
Branch Locations
6101 Gazebo Park Place North Suite 105, Jacksonville, FL 32257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Jacksonville | FL | 09/2003 | 01/2017 |
| Hightower Advisors, Llc | Jacksonville | FL | 01/2017 | 06/2021 |
| Fortress Wealth Planning | Ponte Vedra Beach | FL | 06/2021 | 09/2024 |
| Eversource Wealth Advisors, Llc | Jacksonville | FL | 09/2024 | Present |
Since 2001, Jimmy Williams has been the Sole Proprietor of a single family rental property business located at 7799 Rittenhouse Lane, Jacksonville, Florida 32256. He devotes less than one hour per month to the business during trading hours reviewing management company requests and reports. This business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-16 |
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