Chad Williamson is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with TOBIAS FINANCIAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS, INC. | 2025-03-05 | present | Yes |
| MARINER, LLC | 2022-01-21 | 2025-02-07 | — |
| KOA WEALTH MANAGEMENT, LLC | 2019-08-26 | 2022-01-11 | — |