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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2020-06-22 |
Branch Locations
1054 20Th Pl, Vero Beach, FL 32960-5360 • United States
Vero Beach, FL • United States
Opelika, AL • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Vero Beach | FL | 01/2009 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach | FL | 06/2019 | 06/2020 |
| William Financial Group Inc | Vero Beach | FL | 09/2005 | 06/2019 |
| Finra Arbitrator | Vero Beach | FL | 03/2003 | 06/2019 |
| Non-Variable Insurance | Vero Beach | FL | 09/2005 | 06/2019 |
| Lysne Of Vero /Dba Posh. | Vero Beach | FL | 03/2008 | 05/2019 |
| Bank Of America, N.A. | Vero Beach | FL | 08/2019 | 06/2020 |
| Ameriprise Financial Services, Llc | Vero Beach | FL | 06/2020 | Present |
Business Ownership; MT Williams Group; Owner; Strictly a shell corp for tax purposes.; 109 Prestwick Circle, , Vero Beach, FL, 32967; Not Investment-Related; 12/10/2024; 0 hours per month; 0 during trading hours. Outside Employment; Certainty of the Uncertainty, LLC; Contractor of legal entity; Compensation received from an advisor owned entity established to manage the practice.; 1054 20th Place, , Vero Beach, FL, 32960; Investment-Related; 06/17/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-16 |
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