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JW

Joyce B. Williams

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CRD#: 2099921
JW

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.

Joyce Benet Williams was a registered financial professional .

Joyce is a previously registered financial professional and started their career in finance in 1990. Joyce had worked at 5 firms and has passed the Series 63 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

August 1, 1994 - November 21, 1994

CHADWICK FINANCIAL GROUP, INC.

BD
CRD#: 15368
Past

July 25, 1994 - July 25, 1994

DIRECT EQUITIES, INC.

BD
CRD#: 22538
Past

September 16, 1993 - July 19, 1994

CHADWICK FINANCIAL GROUP, INC.

BD
CRD#: 15368
Past

March 1, 1993 - October 1, 1993

TRAVCO FINANCIAL GROUP, INC.

BD
CRD#: 30393
Past

June 4, 1991 - September 20, 1991

CARTWRIGHT AND WALKER SECURITIES, INCORPORATED

BD
CRD#: 23504
Past

April 11, 1991 - May 10, 1991

CITY ASSOCIATES INVESTMENT CORPORATION

BD
CRD#: 15725
Past

November 28, 1990 - March 14, 1991

DIRECT EQUITIES, INC.

BD
CRD#: 22538

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
RR
Series 63
Date: 12/18/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CF
CHADWICK FINANCIAL GROUP, INC.
CHADWICK FINANCIAL GROUP, INC. | ROSEMARK SECURITIES CORPORATION

CRD#: 15368 / SEC#: , 8-32080

BD
Terminated by SEC on 02/14/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 05/24/1995
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


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


CHADWICK FINANCIAL GROUP, INC.

CRD#: 15368

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