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8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MD | RA | APPROVED | 2026-01-30 |
Branch Locations
8850 Columbia 100 Parkway Suite 204, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2005 | 04/2018 |
| Williams Asset Management | Columbia | MD | 10/2005 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | Present |
1. Fixed Insurance Sales At Branch Location, Investment Related. 2. GSW Capital Holdings, LLC - Sole Member Of Real Estate Holding Company, Not Conducted At Branch Location, Non-Investment Related. 3. Williams & Associates, Inc. - Sole Owner Of Entity Created To Process Securities And Insurance Business, Investment Related. 4. Author of book, "Art of Retirement"; Located in Fulton, MD, as of 8/26/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Trustee for the Williams Asset Management 401(k) Plan 6. Involvement in nonprofits, including a member of Mount St. Joseph High School Investment Committee, Investment Committee Chair with Y of Central Maryland, and Executive Committee Member & Secretary of the Board of Directors with Y of Central Maryland.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-15 |
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