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Joshua Williams

United Capital Financial Advisors

Winchester, VA

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-06-18
  • VA RA
    APPROVED
    Since 2018-06-18

Branch Locations

35 N Braddock St, Winchester, VA 22601 • 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
United Capital Financial Advisors Llc Irving TX 01/2017 01/2026
Unemployed Winchester VA 01/2016 12/2016
United Capital Financial Advisors Llc Irving TX 01/2026 Present
  • 01/2017 → 01/2026
    United Capital Financial Advisors Llc
    Irving, TX
  • 01/2016 → 12/2016
    Unemployed
    Winchester, VA
  • 01/2026 → Present
    United Capital Financial Advisors Llc
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-18
  • S65 Uniform Investment Adviser Law Examination
    2018-06-18
Designations
Other Names
  • Joshua Williams
  • Joshua Michael Williams
  • Josh Williams

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINCHESTER, VA
D.A. DAVIDSON & CO. · WINCHESTER, VA
EDWARD JONES · WINCHESTER, VA
BUTTONWOOD WEALTH · WINCHESTER, VA
OSAIC INSTITUTIONS, INC. · WINCHESTER, VA
CETERA INVESTMENT ADVISERS LLC · WINCHESTER, VA
RBC CAPITAL MARKETS, LLC · WINCHESTER, VA
TRUIST ADVISORY SERVICES, INC. · WINCHESTER, VA

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