Inactive

Timothy James Williams

Merit Financial Advisors

Schwenksville, PA

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Current Employers

Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-07-29

PA RA
APPROVED

Since 2026-07-29

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

929 Ashbourne Way, Schwenksville, PA 19473 • 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

Organization	City	State	From	To
Jackson National Life Distributors Llc	Franklin	TN	01/2014	09/2020
Pacific Life Insurance	Newport Beach	CA	09/2020	08/2021
Pacific Select Distributors, Llc	Newport Beach	CA	09/2020	08/2021
Lpl Financial, Llc	Malvern	PA	08/2021	03/2022
Wealth Enhancement Group	Plymouth	MN	08/2021	07/2026
Wealth Enhancement Advisory Services	Plymouth	MN	08/2021	07/2026
Merit Financial Advisors	Alpharetta	GA	07/2026	Present

01/2014 → 09/2020

Jackson National Life Distributors Llc

Franklin, TN
09/2020 → 08/2021

Pacific Life Insurance

Newport Beach, CA
09/2020 → 08/2021

Pacific Select Distributors, Llc

Newport Beach, CA
08/2021 → 03/2022

Lpl Financial, Llc

Malvern, PA
08/2021 → 07/2026

Wealth Enhancement Group

Plymouth, MN
08/2021 → 07/2026

Wealth Enhancement Advisory Services

Plymouth, MN
07/2026 → Present

Merit Financial Advisors

Alpharetta, GA

Previous Registrations

2021-10-06 → 2025-08-11

Wealth Enhancement Advisory Services, Llc

New York, NY

Malvern, PA

Plymouth, MN
2016-01-14 → 2016-03-29

Curian Capital, Llc

Denver, CO
2012-11-28 → 2014-01-27

Spc

Haddon Heights, NJ
2009-08-03 → 2010-12-01

Directed Services Llc

West Chester, PA
2002-10-17 → 2007-12-05

Ameriprise Financial Services, Llc

Wilmington, DE

Newark, DE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-24

S66 Uniform Combined State Law Examination

2002-07-24

Other Names

T.J. Williams

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC

NEW EDGE WEALTH

COMMONWEALTH FINANCIAL NETWORK

SEQUENT PLANNING, LLC

BROOKSTONE WEALTH ADVISORS, LLC

LADENBURG THALMANN ASSET MANAGEMENT INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM

MACARTHER ROYSTER PLUMART

PAUL FRANCIS SHAUGHNESSY

BRENDAN HUGH KEELAN

DANIEL ROSS MOSKOWITZ

RHEANNON LEA BODDIE

VENZON VICENCIO AROMIN

WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA

NEW EDGE WEALTH · Alpharetta, GA

COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

SEQUENT PLANNING, LLC · ALPHARETTA, GA

BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA

SEQUENT PLANNING, LLC · ALPHARETTA, GA

LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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