COURTNEY DANNIELLE LEWIS-WILLIAMS

COURTNEY DANNIELLE LEWIS-WILLIAMS is an investment adviser representative (IAR) with state registration records since 2013, appearing at 8 firms. Currently registered with USAA INVESTMENT SERVICES COMPANY.

Registration history (8)

FirmFromToCurrent
USAA INVESTMENT SERVICES COMPANY2024-08-07presentYes
FIDELITY PERSONAL AND WORKPLACE ADVISORS2021-02-252022-10-20
TD AMERITRADE, INC.2018-12-042021-01-11
TD AMERITRADE INVESTMENT MANAGEMENT, LLC2018-12-042020-12-31
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.2016-07-022018-11-28
HORNOR, TOWNSEND & KENT, LLC2016-05-182018-11-27
MSI FINANCIAL SERVICES, INC.2015-01-022016-05-11
NEW ENGLAND SECURITIES2013-05-242015-01-02

More