John Steven Willard

$44.4M regulatory AUM

Reported services (Item 5G)

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

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-03

Branch Locations

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432 • United States

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

Organization	City	State	From	To
Lasalle University	Philadelphia	PA	08/2014	05/2018
Golkow Technologies	Philadelpha	PA	07/2018	12/2019
Stifel Nicholaus & Company	Newtown	PA	06/2017	09/2017
Axa Advisors, Llc	Bala Cynwyd	PA	10/2018	03/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2020	07/2025
Signature Consultants	Princeton	NJ	01/2020	06/2020
Star Wealth Advisors Dba Dworetsky Financial	Boca Raton	FL	09/2025	Present

08/2014 → 05/2018

Lasalle University

Philadelphia, PA
07/2018 → 12/2019

Golkow Technologies

Philadelpha, PA
06/2017 → 09/2017

Stifel Nicholaus & Company

Newtown, PA
10/2018 → 03/2019

Axa Advisors, Llc

Bala Cynwyd, PA
06/2020 → 07/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
01/2020 → 06/2020

Signature Consultants

Princeton, NJ
09/2025 → Present

Star Wealth Advisors Dba Dworetsky Financial

Boca Raton, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-23

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