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Thomas D. Williams

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CRD#: 1986716
TW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Dan Williams, who also goes by Thomas D Williams, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1989. Thomas had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas D Williams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 18, 2012 - June 27, 2012

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
WIMBERLEY, TX
Past

February 13, 2006 - April 20, 2012

ONYX WEALTH ADVISORS, INC.

RIA
CRD#: 119558
DALLAS, TX
Past

May 13, 2005 - April 12, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

BD
CRD#: 103722
DALLAS, TX
Past

July 11, 2003 - December 31, 2004

IMS SECURITIES, INC.

RIA
CRD#: 35567
AUSTIN, TX
Past

July 10, 2002 - May 16, 2005

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

January 29, 2001 - July 24, 2002

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

June 8, 1998 - February 27, 2001

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

February 8, 1996 - December 9, 1998

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

April 10, 1992 - June 28, 1996

BLUEBONNET SECURITIES, INC.

BD
CRD#: 15957
Past

October 9, 1989 - February 25, 1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

October 9, 1989 - February 25, 1992

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
AMERICAN INVESTORS GROUP, INC.
AMERICAN INVESTORS GROUP, INC. | CP SECURITIES, INC.

CRD#: 10020 / SEC#: , 8-38164

BD
Terminated by SEC on 09/29/2020
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Contact information


Main Address
10400 Yellow Circle Dr Suite 102, Minnetonka, MN 55343
Mailing Address
Phone number
(952) 945-9455
Established
Delaware since 09/13/1986
Firm type
Corporation
Fiscal year end
October
# of Employees
4

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
APOSTLE HOLDINGS CORP.PARENT CORPORATION
MARQUIS, SCOTT JOHNCHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER1646673
MYERS, PHILIP JENSSPRESIDENT1458723
PETERSON, DANIEL STANTONCHIEF COMPLIANCE OFFICER2919745

Regulatory assets under management


Total Number of Accounts33
AUM (Assets Under Management)$ 6,208,730

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN INVESTORS GROUP, INC.

CRD#: 10020

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