DR
David Robert Williams
CRD 2373815
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Wms Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wms Advisors, Llc
Iar · Less than 5% · Jun 2024
-
Wms Advisors, Llc
Shareholder · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗