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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-25 |
| LA | RA | APPROVED | 2016-01-28 |
Branch Locations
6425 Youree Dr. Suite 180, Shreveport, LA 71105 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
120 Alamo Street, New Roads, LA 70760 • United States
672 Egan Street, Shreveport, LA 71106 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Financial Advisors | Shreveport | LA | 04/2010 | Present |
| Lpl Financial, Llc | Shreveport | LA | 04/2010 | 06/2018 |
| Rfg Advisory | Birmingham | AL | 04/2015 | Present |
| Private Client Services | Shreveport | MO | 06/2018 | Present |
1) 07/15/2014. CRUMP WEALTH MANAGEMENT. FOR COMMISSION AND ADVISORY FEES- PERSONAL TAX PURPOSES. OWNER. 2) 04/15/2015. RFG ADVISORY. 6425 YOUREE DR, STE 180, SHREVEPORT, LA 71105. ADVISORY BUSINESS. IAR. 160/MO; 140 DURING TRADING HOURS. 3) WILLIAMS FINANCIAL ADVISORS. 6425 YOUREE DR, STE 180, SHREVEPORT, LA 71105. DBA FOR ADVISORY BUSINESS THROUGH RFG ADVISORY. IAR. 160 HOURS/MO; 140 DURING TRADING HOURS. 4) 02/01/2015. WILLIAMS FINANCIAL ADVISORS. 6425 YOUREE DR, STE 180, SHREVEPORT, LA 71105. DBA FOR PCS BUSINESS. REGISTERED REPRESENTATIVE AND 10% OWNER. 160 HOURS/MO; 140 DURING TRADING HOURS. 5) RHINO CAPITAL MANAGEMENT, LLC. 6425 YOUREE DR, #180, SHREVEPORT, LA 71105. RENTAL REAL ESTATE. MANAGER/MEMBER. 20 HOURS/MO; 0 DURING TRADING HOURS. 6) JUICE PLUS. VEGETABLE SUPPLEMENT CAPSULES. DISTRIBUTORSHIP. 1 HOUR/MO; 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
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