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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-05 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
Baltimore, MD • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Severna Park, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Financial Life Planning Llc | Severna Park | MD | 02/2023 | Present |
| Williams Asset Management | Columbia | MD | 03/2021 | 11/2023 |
| Williams Asset Management | Columbia | MD | 12/2019 | 03/2021 |
| Williams Asset Management | Columbia | MD | 06/2019 | 12/2019 |
| University Of South Carolina | Columbia | SC | 09/2014 | 05/2019 |
| Nectarine | Severna Park | MD | 04/2024 | Present |
| Williams Asset Management | Columbia | MD | 01/2024 | Present |
| Commonwealth Financial Network | Waltham | MD | 12/2025 | Present |
Williams Asset Management investment-related 8850 Columbia 100 Pkwy Suite 204, Columbia, MD 21045 RIA Independent Contractor January 2024 25 hours per week 60% during trading train new paraplanners
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