# Shaun Robert Williams

Shaun Robert Williams is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with VALEO FINANCIAL ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALEO FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/127132) | 2025-08-25 | present | Yes |
| [DESTINATION WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/110365) | 2025-02-10 | 2025-06-17 | — |
| [PARKVIEW ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/307977) | 2020-06-23 | 2022-06-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-07-22 | 2018-09-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6456135)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6456135.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.