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Dylan Williams

Allworth Financial, L.P.

Folsom, CA

Kennesaw, GA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-05
  • GA RA
    APPROVED
    Since 2024-04-05

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

2950 Cherokee St Nw #700, Kennesaw, GA 30144 • 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
Student Kennesaw GA 02/2014 05/2019
Young Harris College Young Harris GA 06/2019 05/2023
Allworth Financial, L.P. Folsom CA 06/2023 Present
  • 02/2014 → 05/2019
    Student
    Kennesaw, GA
  • 06/2019 → 05/2023
    Young Harris College
    Young Harris, GA
  • 06/2023 → Present
    Allworth Financial, L.P.
    Folsom, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12

View on SEC IAPD

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