Richard Gray Williams

Current Employers

Employment History

• 02/2022 → 09/2025
  Avantax Advisory Services
  Bingham Farms, MI
• 02/1998 → Present
  Polk And Associates, Plc
  Bingham Farms, MI
• 01/1997 → Present
  Psw Investments, Llc
  Bingham Farms, MI
• 07/2008 → Present
  Bingham Nsc Investors Llc
  Bingham Farms, MI
• 03/1997 → Present
  Manchester Woods Associates Llc
  Bingham Farms, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-05-23 → 2025-09-05
  Avantax Advisory Services
  Bingham Farms, MI

Other Businesses

1)TRUST POSITION: Trustee NATURE: Trustee for parents irrevocable trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/19/2017 ADDRESS: 1145 Butler Blvd., Howell MI 48843, United States; DESCRIPTION: make investment decisions, file tax return, terminate trust 2)POLK AND ASSOCIATES, PLC POSITION: Managing Member NATURE: CPA firm providing tax, attest and consulting services to our clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/11/1998 ADDRESS: 30600 Telegraph Suite 2191, bingham farms MI 48025, United States DESCRIPTION: Managing Member responsible for all day to day administrative activities of the firm. Also director of Attest Services for the firm ultimately responsible for the planning and completion of all Attest Work that the firm performs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-21

Other Names

• Richard Gray Williams