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Victoria Noelle Williams

Wellfull

Harleysville, PA

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Current Employers
Wellfull

272 Ruth Road, Harleysville, PA 19438 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-20
  • PA RA
    APPROVED
    Since 2023-12-20

Branch Locations

272 Ruth Road, Harleysville, PA 19438 • 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
Bernardo Wealth Planning Harleysville PA 06/2023 Present
Messiah University Mechanicsburg PA 08/2022 12/2022
Crocs Limerick PA 05/2021 08/2021
Messiah University Mechanicsburg PA 08/2020 05/2023
School Pennsburg PA 07/2013 08/2020
  • 06/2023 → Present
    Bernardo Wealth Planning
    Harleysville, PA
  • 08/2022 → 12/2022
    Messiah University
    Mechanicsburg, PA
  • 05/2021 → 08/2021
    Crocs
    Limerick, PA
  • 08/2020 → 05/2023
    Messiah University
    Mechanicsburg, PA
  • 07/2013 → 08/2020
    School
    Pennsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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Other Offices

WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Harleysville, PA

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