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Calvin Eric Williams

Signify Wealth LLC

St. Louis, MO

CRD 5249455

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Employer firm

Signify Wealth LLC CRD 160094

$365M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • BILL PAYMENT COORDINATION

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

Current Employers
Signify Wealth Llc

7750 Clayton Road Suite 100, St. Louis, MO 63117 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-01-31
TX RA APPROVED 2023-01-31
  • MO RA
    APPROVED
    Since 2023-01-31
  • TX RA
    APPROVED
    Since 2023-01-31

Branch Locations

7750 Clayton Road Suite 100, St. Louis, MO 63117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 11/2006 Present
Quiktrip Saint Louis MO 02/2014 12/2019
Signify Wealth Llc St Louis MO 12/2022 Present
Signify Wealth Saint Louis MO 01/2020 Present
  • 11/2006 → Present
    St. Louis, MO
  • 02/2014 → 12/2019
    Quiktrip
    Saint Louis, MO
  • 12/2022 → Present
    St Louis, MO
  • 01/2020 → Present
    Signify Wealth
    Saint Louis, MO
Previous Registrations
  • 2007-02-01 → 2007-08-02
    St Louis, MO
    Bridgeton, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-20
S66 Uniform Combined State Law Examination 2007-01-17
  • S65 Uniform Investment Adviser Law Examination
    2022-12-20
  • S66 Uniform Combined State Law Examination
    2007-01-17
Other Names
  • Calvin Williams

View on SEC IAPD

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