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Current Employers
Williams 360 Financial Advisory, Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-07-08
  • WA RA
    APPROVED
    Since 2024-07-08

Branch Locations

Bellevue, WA • 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
Microsoft Redmond WA 01/2017 04/2023
Rendition Software Redmond WA 10/2003 01/2017
Williams 360 Financial Advisory Bellevue WA 04/2023 Present
  • 01/2017 → 04/2023
    Microsoft
    Redmond, WA
  • 10/2003 → 01/2017
    Rendition Software
    Redmond, WA
  • 04/2023 → Present
    Williams 360 Financial Advisory
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2024-06-17
Other Names
  • Kay Lydja Williams
  • Kay Williams
  • Lydja Kay Brower

View on SEC IAPD

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