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CW

Clarence G. Williams

UMERGENCE LLC
Plantsville, CT 06479
Some features on this profile are disabled
CRD#: 4057790
CW

Professional summary


Clarence Gerome Williams is a registered financial professional currently at UMERGENCE LLC located in Plantsville, Connecticut.

Clarence is registered as a RR (Registered Representative) and started their career in finance in 2000. Clarence has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 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) - BD


Click below to view Clarence Gerome Williams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 3, 2021 - Present

UMERGENCE LLC

Office #1: 1006 S. Main St., Plantsville, CT 06479
BD
CRD#: 284368
Plantsville, CT
Past

April 12, 2016 - May 5, 2020

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

October 11, 2012 - March 1, 2016

MARINER GROUP CAPITAL MARKETS, LLC

BD
CRD#: 25878
HARRISON, NY
Past

November 7, 2011 - September 28, 2012

MERIDIAN EQUITY PARTNERS, INC.

BD
CRD#: 133849
NEW YORK, NY
Past

August 5, 2011 - September 28, 2011

MATRIX CAPITAL GROUP, INC.

BD
CRD#: 33364
NEW YORK, NY
Past

April 7, 2010 - June 15, 2011

GUZMAN & COMPANY

BD
CRD#: 21013
NEW YORK CITY, NY
Past

December 7, 2006 - February 11, 2010

MAGNA

BD
CRD#: 30935
NEW YORK, NY
Past

April 24, 2000 - July 28, 2006

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(2/3/2021)
RR
New York
(2/3/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/11/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


UL
UMERGENCE LLC
UMERGENCE LLC

CRD#: 284368 / SEC#: , 8-69801

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
1006 S. Main St., Plantsville, CT 06479
Mailing Address
1224 Mill Street, Building B, East Berlin, CT 06023
Phone number
(860) 838-3332
Established
Delaware since 11/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
UMERGENCE HOLDINGS LLCSOLE MEMBER
CIARCIA, JEFFREYCFO
LOGAN, DAVID MCEO, CCO

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


UMERGENCE LLC

CRD#: 284368Plantsville, CT 06479

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