# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2024-08-07 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-02-25 | 2022-10-20 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-12-04 | 2021-01-11 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-12-04 | 2020-12-31 | — |
| [WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/119127) | 2016-07-02 | 2018-11-28 | — |
| [HORNOR, TOWNSEND & KENT, LLC](https://search.stillhousedata.com/firm/4031) | 2016-05-18 | 2018-11-27 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-01-02 | 2016-05-11 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2013-05-24 | 2015-01-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4648323)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4648323.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.