Wade G Williams

Current Employers

Employment History

• 11/2013 → 03/2017
  Wells Fargo Advisors Financial Network, Llc
  York, PA
• 03/2017 → Present
  Raymond James Financial Service,Inc
  York, PA
• 12/2013 → Present
  Integrity Wealth Strategies, Llc
  York, PA
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  York, PA

Previous Registrations

• 2013-12-12 → 2017-03-02
  Wells Fargo Advisors Financial Network, Llc
  York, PA

Other Businesses

(1)Name of Business: Address: 1934 Security Drive, York, PA, 17402, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent selling whole life insurance (2)Name of Business: Amerilife Marketing Group Address: 1934 Security Drive, York, PA, 17402, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/19/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent selling Medicare, Fixed annuities and non variable life insurance. (3)Name of Business: Compass Wealth Advisors, LLC Address: 1934 Security Drive, York, PA, 17402, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Sole member of the LLC which was established to conduct business as a financial advisor through Raymond James as the broker/dealer. DBA Integrity Wealth Strategies (IWS). (4)Name of Business: Integrity Wealth Strategies Address: 1934 Security Drive, York, PA, 17402, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I work full-time for Compass Wealth Advisors, LLC dba Integrity Wealth Strategies (IWS) as an investment advisor. IWS maintains a broker/dealer relationship with Raymond James Financial Services. (5)Name of Business: LAS Meadowbrook LLC Address: 2248 Sutton Rd, York, PA, 17403, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/15/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sole member LLC that owns a small office building. (6)Name of Business: PA Property Consultants, LLC Address: 2248 Sutton Rd, York, PA, 17403, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Purchase, rehab and resell residential real estate. (7)Name of Business: York Rotary Foundation Address: 1400 Country Club Road, York, PA, 17403, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I was asked to serve on the York Rotary Foundation (YRF), a non-profit entity, as the Investment Committee Chairperson. My role is to conduct Investment Committee meetings and gather feedback from the committee members on the management of the investments within the York Rotary Endowment Fund and report back to the YRF board members any recommendations for managing the funds of the endowment fund. The YFR board votes on any changes to investments in the endowment fund. Trades are executed (cont)

Exams

• S66 Uniform Combined State Law Examination
  2013-12-11