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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-13 |
Branch Locations
1303 Main Street Suite 302, Port Jefferson, NY 11777 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
North Salem, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Jones & Associates | New York | NY | 01/2013 | 08/2019 |
| Williams Jones Wealth Management, Llc | New York | NY | 09/2019 | 04/2023 |
| Kestra Advisory Services, Llc | New York | NY | 04/2023 | Present |
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