KEVIN JOHN WILLIAMS is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with SYNERGY ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFETIME FINANCIAL, INC. | 2022-09-27 | 2026-06-18 | — |
| SYNERGY ASSET MANAGEMENT, LLC | 2020-04-17 | present | Yes |
| GENNAKER CAPITAL LLC | 2018-10-24 | 2020-04-01 | — |
| GOLDBLOOM WEALTH MANAGEMENT LLC | 2016-03-01 | 2018-06-15 | — |
| ELITE WEALTH MANAGEMENT, INC. | 2013-01-31 | 2015-03-25 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-01-24 | 2013-01-14 | — |
| TD AMERITRADE, INC. | 2008-01-24 | 2013-01-14 | — |
| KEY INVESTMENT SERVICES LLC | 2006-05-11 | 2008-01-02 | — |
| SHELGREN FINANCIAL GROUP, INC. | 2005-02-16 | 2006-07-27 | — |