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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-03-12 |
| CT | RA | APPROVED | 2023-08-23 |
Branch Locations
3200 Main Street, Stratford, CT 06614 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
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 |
|---|---|---|---|---|
| Williams Financial Group | Stratford | CT | 01/2001 | Present |
| Edi Financial Inc. | Dallas | TX | 02/2006 | 10/2016 |
| Center Street Securities | Nashville | TN | 10/2016 | 08/2023 |
1-SELL LIFE, LTC, AND FIXED ANNUITIES WHICH TAKES UP 15 HOURS PER WEEK, BOTH DONE UNDER THE NAME WILLIAMS FINANCIAL GROUP SINCE 01/2001.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-06 |
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