Odoll Van Williams

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1979 → Present
  O.V. Williams & Associates, Inc.
  Daytona Beach, FL
• 01/1985 → Present
  Successfull Money Mgmt
  Daytona Beach, FL
• 09/2014 → 05/2019
  Voya Financial Advisors
  Daytona Beach, FL
• 05/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2010-12-23 → 2019-05-22
  Voya Financial Advisors, Inc.
  Tampa, FL
  Gainesville, FL
  Windsor, CT
  Daytona Beach, FL
  Tampa, FL
  Gainesville, FL
• 2004-07-06 → 2010-12-31
  Voya Financial Partners, Llc
  Tampa, FL
  Daytona Beach, FL
  Fairfax, VA
  Daytona Beach, FL
  Daytona Beach, FL
• 1997-11-19 → 2004-07-08
  Voya Financial Advisors, Inc.
  Daytona Beach, FL

Other Businesses

CLASS ROOM INSTRUCTOR; CLASS ROOM INSTRUCTOR; 4/25/2012; 32; 32; CLASS ROOM INSTRUCTOR FOR LICENSE PREPARATION CLASS FOR THE STATE OF FL PL 2-15 EXAM NAME OF ENTITY:WILLIAMS O`DOLL-RENTAL; No; 429 N RIDGEWOOD AVE; DAYTONA BEACH; FL; 32114; RENTAL PROPERTIES; OWNER; 1/1/2006; 1; 0; MAINTAIN RENTAL PROPERTIES AND COLLECT REN NAME OF ENTITY:SUCCESSFUL MONEY MANAGEMENT, INC; No; 1601 MASON AVE; DAYTON BEACH; FL; 32117; TAX PREP/FINANCIAL PLANNING; CORP PRESIDENT/OWNER; 4/1/1987; 80; 0; PROCESSING AND PREP TAXES AND RETIREMENT PLANNING NAME OF ENTITY:HBCU, INC; No; 1601 MASON AVE; DAYTON BEACH; FL; 32117; FINANCIAL SERVICES/DBA; PRESIDENT & SENIOR PARTNER; 12/1/2006; 160; 140; SALE AND SERVICE INSURANCE,SECURITIES AND INVESTMENT PRODUCTS NAME OF ENTITY:OV Williams & Associates, INC; Yes; 1601 MASON AVE; DAYTON BEACH; FL; 32117; FINANCIAL SERVICES/dba; PRESIDENT/OWNER; 12/1/1981; 160; 160; SALE AND SERVICE OF FIXED INSURANCE,SECURITIES AND INVESTMENT PRODUCTS INDEPENDANT INSURANCE AGENT POSITION: Independent Life Insurance Agent NATURE: Advising existing and potential clients of the needs for life insurance for estate, legacy and retirement needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1979 ADDRESS: 1601 Mason Avenue, Daytona Beach FL 32117, United States DESCRIPTION: I advise and sell fixed, indexed, universal, variable and whole life insurance to existing and potential clients. I also sell fixed, variable, indexed and equity-indexed annuities to and for existing and potential clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Other Names

• Odoll Van Williams
• O V Williams