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11400 Se 8Th St. Suite 465, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-14 |
| AZ | RA | APPROVED | 2012-06-26 |
| WA | RA | APPROVED | 2005-05-19 |
Branch Locations
11400 Se 8Th St. Suite 465, Bellevue, WA 98004 • United States
9845 E. Bell Rd #120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Palmer | Bellevue | WA | 02/2002 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 12/2018 |
| M. S. Howells & Co. | Scottsdale | AZ | 12/2018 | Present |
1) 2004; WILLIAMS PALMER LLC., SCOTTSDALE, AZ; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; MANAGING MEMBER; PROVIDE INVESTMENT MANAGEMENT ADVICE TO CLIENTS, MANAGE BUSINESS AFFAIRS OF ENTITY; 120 HRS/MONTH, 40 HRS/MONTH DURING MARKET HOURS. 2) 1997; INSURANCE, SCOTTSDALE, AZ; NON INVESTMENT RELATED; LICENSED INSURANCE AGENT; SALE OF LIFE, HEALTH, DISABILITY, LTC INSURANCE AND ANNUITIES; DEVOTE 20 HRS/MONTH, 1 HR DURING MARKET HOURS. 3) AUG 2016; WILLIAMS PALMER REAL ESTATE, LLC; SCOTTSDALE, AZ; NON INVESTMENT RELATED; OWNER OF OFFICE CONDO IN SCOTTSDALE, AZ; MANAGING MEMBER; DEVOTE LESS THAN 1 HR/MONTH. 4) JAN 2017; BOOK SALES ON AMAZON; NON INVESTMENT RELATED; AUTHOR; SALE OF SELF AUTHORED BOOK; DEVOTE LESS THAN 1 HR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1995-07-25 |
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