John D. Williams
Professional summary
John David Williams, who also goes by John David Brosnamwilliams, John D Brosnanwilliams, John David Brosnanwilliams, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Newton, Massachusetts and VALMARK SECURITIES, INC. located in Newton, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 8 firms and has passed the Series 63, Series 82TO, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John David Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2019 - Present
VALMARK ADVISERS, INC.
Office #1: 2227 Washington Street, Suite 303, Newton, MA 02462July 15, 2009 - Present
VALMARK SECURITIES, INC.
Office #1: 2227 Washington Street, Suite 303, Newton, MA 02462November 20, 2009 - March 30, 2020
CAPITAL FORMATION GROUP, INC.
January 2, 2008 - July 28, 2009
M HOLDINGS SECURITIES, INC.
July 15, 2005 - December 31, 2007
WINSLOW, EVANS & CROCKER, INC.
May 31, 2000 - December 31, 2004
WINSLOW, EVANS & CROCKER, INC.
October 13, 1993 - June 6, 2000
NATHAN & LEWIS SECURITIES, INC.
March 22, 1993 - March 20, 1996
WS GRIFFITH SECURITIES, INC.
October 8, 1982 - October 19, 1992
HOME LIFE INSURANCE COMPANY
October 8, 1982 - February 26, 1993
WS GRIFFITH SECURITIES, INC.
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/31/2020)
(5/19/2021)
(7/15/2009)
(6/3/2016)
(7/15/2009)
(10/8/2013)
(5/25/2023)
(7/15/2009)
(11/21/2019)
(12/3/2021)
(12/1/2023)
(7/15/2009)
(11/13/2019)
(7/15/2009)
(4/6/2021)
(12/19/2014)
(1/6/2012)
(8/18/2022)
(7/16/2009)
(11/27/2019)
(6/3/2016)
Exams
Series 82TO
Date: 4/11/2022
Limited Representative-Private Securities OfferingsFINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Newton, MA 02462TRUST BUT VERIFY
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