Dennis Todd Williams

Current Employers

Employment History

• 04/1999 → 01/2025
  Lincoln Financial Advisors Corporation
  San Diego, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  La Jolla, CA

Previous Registrations

• 1999-06-14 → 2025-01-24
  Osaic Fa, Inc.
  La Jolla, CA
  San Diego, CA
  San Ramon, CA
  La Jolla, CA
  San Diego, CA
  La Jolla, CA
  Lincoln, MO

Other Businesses

1) DENNIS WILLIAMS 2020 CAMINO DEL RIO NORTH SUITE 1020 SAN DIEGO, CA 92108 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, FIXED LIFE INSURANCE, LONG TERM CARE INSURANCE. START DATE: 07/17/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) SOLANA BEACH BREWING CO. LLC DBA CULTURE BREWING CO., 111 S CEDROS AVE #B SOLANA BEACH, CA 92075 CATEGORY: LEGAL ENTITY/RETAIL INVESTMENT RELATED: NO TITLE: OWNER/MEMBER DUTIES: OWNERSHIP IN LEGAL ENTITY THROUGH WHICH BREWERY IS OWNED AND OPERATED. SUPERVISORY CONTROL OVER FINANCES AND EXECUTIVE DECISIONS. START DATE: 02/01/2012 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 WEBSITE ADDRESS: HTTPS://WWW.CULTUREBREWINGCO.COM/ 3) ALPHA ACRES LLC POSITION: Manager,Owner NATURE: Alpha acres LLC is a 73 acre ranch in Missouri. It may have some hey farming and cattle grazing. The property contains a house that my wife and I can use when we're visiting her family in Missouri. For liability purposes we have decided to own the property inside a Missouri LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2020 ADDRESS: 12578 Dick Road, Lincoln MO 65338, United States DESCRIPTION: Giving oversight and direction of farming activities. 4) MOMENTUM VALUE PARTNERS LLC 12578 DICK RD., LINCOLN, MO 65338 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE MANAGED AND FIXED INSURANCE PRODUCTS OFFERED AND SERVICED. FIXED PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/2/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 5) DENNIS WILLIAMS POSITION: Agent NATURE: I intend to conduct non variable insurance and non variable insurance sales. We use Highland for term life and fixed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 4250 Executive Square, #700, La Jolla CA 92037, United States DESCRIPTION: I intend to conduct non variable insurance and non variable insurance sales. 6)SOLANA BEACH BREWING CO. LLC POSITION: Member, LLC NATURE: Solana Beach Brewing Co LLC owns 12.5% of Dellawolfe Brewing, LLC. Dellawolfe Brewing is the owner and operator of Culture Brewing Co. Culture Brewing Co is a beer tasting room and small craft brewery located in Solana Beach CA. Additional tasting rooms are located on Manhattan Beach CA and Encinitas CA. In 2024 SBB LLC sold all assets to Deeawolfe Brewing and retains 12.5% non-operating ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 111 S Cedros Ave #b, Solana Beach MO 92075, United States DESCRIPTION: I own 27.15708% of SBB Co LLC. -Quarterly meeting with Partner to review financial holdings (one bank account) -Quardinate annual tax return with CPA and distribute k1s to investors -Answer Questions from new owners as needed

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-08
• S63 Uniform Securities Agent State Law Examination
  1995-11-13

Designations

Other Names

• Dennis T Williams