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Alexander M. Williams

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CRD#: 3046599
AW

Professional summary


Alexander M Williams was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Alexander is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Alexander had worked at 6 firms, which includes J.P. TURNER & COMPANY L.L.C., DPEC CAPITAL INC., MONTROSE CAPITAL MANAGEMENT LTD., AVALON PARTNERS INC., SOLID ISG CAPITAL MARKETS LLC, FIRST LIBERTY INVESTMENT GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex 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

March 22, 2002 - April 10, 2003

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

February 7, 2001 - June 7, 2002

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

October 19, 2000 - February 12, 2001

MONTROSE CAPITAL MANAGEMENT LTD.

BD
CRD#: 40799
NEW YORK, NY
Past

May 27, 1999 - November 21, 2000

AVALON PARTNERS, INC.

BD
CRD#: 41357
NEW YORK, NY
Past

September 12, 1998 - June 2, 1999

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

August 4, 1998 - September 2, 1998

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA

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: 7/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JT
J.P. TURNER & COMPANY, L.L.C.
J.P. TURNER & COMPANY | J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177 / SEC#: , 8-50156

BD
Terminated by SEC on 04/04/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAVES AQUISITION LLCMEMBER
SHELSON, MARK PAULCORPORATE TREASURER1819252
WOLL, EDWARD BARNETTCHIEF COMPLIANCE OFFICER1096606

Disclosures


Regulatory Event30
Arbitration12

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


J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

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