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2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED_RES | 2022-01-11 |
| WA | RA | APPROVED | 2022-01-11 |
| CA | RA | APPROVED | 2022-01-05 |
| NC | RA | APPROVED | 2022-01-05 |
| AZ | RA | APPROVED | 2018-05-17 |
Branch Locations
2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2014 | 09/2018 |
| Bdt & Associates, Inc. | Yuma | AZ | 01/2014 | 05/2018 |
| Bdt & Associates, Inc. | Yuma | AZ | 05/2018 | Present |
1) Ben Williams is a licensed insurance agent of Benjamin A. Williams, Sole Proprietor since January 2014. He is an independent insurance agent that sells and services for health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $3,000 compensation annually and spends about 6-12 hours per month on this activity. 2) Ben Williams is the treasurer and a director of the Board of BDT & Associates, Inc. since March 2018. He is responsible for managing and reporting on the financial health of the organization. He receives no compensation for this activity and spends 1-8 hours per month on this activity. 3) Ben Williams is the successor trustee of The Williams Family Trust since July 2015. This is his personal trust. He receives no compensation for this activity and spends 1-2 hours per month on this activity. 4) Ben Williams is a manager and owner of White Sheep Financial Services, LLC since December 2019. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no commission for this activity and spends 1 hour per month on this activity. 5) Ben Williams is a successor trustee of a family member's trust since September 2022. He receives no compensation for this activity and spends .5 hours per month on this activity. 6) Ben Williams is a financial consultant for Jazz of Yuma, LLC. He assists in providing strategic oversight and guidance on financial matters. This includes reviewing budgets, monitoring financial statements, and overseeing financial policies. He receives no compensation and spends 2 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-19 |
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