Chet Haddaway Mcwilliams

Current Employers

Employment History

• 12/1995 → Present
  Mcwilliams Financial Group
  Cambridge, MD
• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Cambridge, MD
• 01/2025 → 06/2026
  Osaic Wealth, Inc.
  Cambridge, MD
• 01/2005 → Present
  Hayward Street Properties, Llc
  Cambridge, MD
• 06/2026 → Present
  Heights Financial Group
  Cambridge, MD
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-24 → 2026-06-17
  Osaic Wealth, Inc.
  Cambridge, MD
• 2002-11-01 → 2025-01-24
  Osaic Fs, Inc.
  Cambridge, MD

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/1986 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: MCWILLIAMS FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/1995 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: HAYWARD STREET PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: OWNER / SOLE MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWN BUILDINGS AND RENT OUT TO TENANTS 4. NAME OF OTHER BUSINESS: CHOPTANK LIGHTHOUSE FOUNDATION INVESTMENT RELATED: NO ADDRESS: HIGH AND WATER STREET CAMBRIDGE, MD 21613 NATURE OF BUSINESS: FOUNDATION START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: GENERAL BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER DUTIES 5. NAME OF OTHER BUSINESS: CHET MCWILLIAMS INVESTMENT RELATED: NO ADDRESS: 140 MAIN STREET SECRETARY, MD 21664 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: LANDLORD APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 6. NAME OF OTHER BUSINESS: HEIGHTS FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-06-30

Designations