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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2018-09-04 |
Branch Locations
980 North Michigan Avenue 14Th Floor, Chicago, IL 60611 • United States
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Asset Management | New York | NY | 01/2008 | 12/2016 |
| Insight Folios | Chicago | IL | 01/2017 | 08/2017 |
| Truvestments Capital, Llc | Chicago | IL | 07/2017 | Present |
Mr. Williams as a Managing Member of Advisor Revolution LLC provides consulting services to Demogronomics, itself a provider of private practice consulting services in the area of demography. There are no commissions created by this service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-14 |
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