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Inactive

Cole Matthew Williams

Shotwell Rutter Baer Inc

Lansing, MI

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Current Employers
Shotwell Rutter Baer Inc

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-11
CA RA APPROVED 2024-06-21
HI RA APPROVED 2024-06-21
IN RA APPROVED 2024-06-21
MI RA APPROVED 2024-06-21
TX RA APPROVED 2024-06-21
  • FL RA
    APPROVED
    Since 2024-07-11
  • CA RA
    APPROVED
    Since 2024-06-21
  • HI RA
    APPROVED
    Since 2024-06-21
  • IN RA
    APPROVED
    Since 2024-06-21
  • MI RA
    APPROVED
    Since 2024-06-21
  • TX RA
    APPROVED
    Since 2024-06-21

Branch Locations

6350 West Michigan Avenue Suite 200, Lansing, MI 48917 • 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
New York Life Okemos MI 02/2023 04/2023
Shotwell Rutter Baer Lansing MI 02/2024 Present
Carrabbas Italian Grill Lansing MI 11/2017 Present
Snap Fitness Saint Johns MI 05/2014 11/2017
  • 02/2023 → 04/2023
    New York Life
    Okemos, MI
  • 02/2024 → Present
    Shotwell Rutter Baer
    Lansing, MI
  • 11/2017 → Present
    Carrabbas Italian Grill
    Lansing, MI
  • 05/2014 → 11/2017
    Snap Fitness
    Saint Johns, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

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LARRY ALAN MENGERINK
WILLIAM BEHNKE III
Adam William Eschtruth
Albert Tyler Tynes
NICHOLAS FRANK NAUTA
Jeffrey Alan Rutter
DAVID WITT SHOTWELL
Ashley Marie Sajor

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lansing, MI
PNC WEALTH MANAGEMENT LLC · LANSING, MI
EDWARD JONES · Lansing, MI
LPL FINANCIAL LLC · LANSING, MI
MWA FINANCIAL SERVICES INC. · Lansing, MI
AMERIPRISE FINANCIAL SERVICES, LLC · LANSING, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Lansing, MI
EDWARD JONES · LANSING, MI

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