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6135 Park South Drive Suite 510, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-27 |
| FL | RA | APPROVED | 2012-06-28 |
| MD | RA | APPROVED | 2006-04-11 |
Branch Locations
6135 Park South Drive Suite 510, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wms Advisors, Llc | Charlotte | NC | 08/1999 | Present |
| Grove Point Investments, Llc. | Rockville | MD | 11/2003 | 12/2024 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 12/2024 |
| Twg - Advisor Grp, Inc. | Naples | FL | 01/2022 | Present |
DAVID R. WILLIAMS, AGENT POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1987 ADDRESS: 6669 Costa Circle, Naples FL 34113 DESCRIPTION: Life, long term care, and disability insurance sales service and Sell Equity Indexed Annuities. DAVID R. WILLIAMS, TRUSTEE - NEWCOMB TESTAMENTARY TRUST POSITION: Trustee NATURE: Investment-Related OBA not through H. Beck, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/23/2003 ADDRESS: 6669 Costa Circle, Naples FL 34113 DESCRIPTION: Trust operations, including recordkeeping and investment management. RENTAL PROPERTY - NAPLES SQUARE POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2015 ADDRESS: 1030 3rd Ave South, Naples FL 34102 RENTAL PROPERTY - CENTRAL AVENUE POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2020 ADDRESS: 1111 Central Avenue, Naples FL 34102, United States DESCRIPTION: Rental Property Management TWG - ADVISOR GRP, INC. POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 6669 Costa Circle, Naples FL 34113, United States DESCRIPTION: Holding and Operating Company for interest in WMS Advisors, LLC and Rep Production Group
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-15 |
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