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JW

Joseph M. Williams

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CRD#: 467974
JW

Professional summary


Joseph Michael Williams SR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1970. Prior to being barred, Joseph had worked at 6 firms, which includes J.P. TURNER & COMPANY L.L.C., SCHNEIDER SECURITIES INC., WORLD FINANCIAL SERVICES INC., UNDERHILL ASSOCIATES INCORPORATED, BLYTH EASTMAN DILLON & CO. INCORPORATED, HAVENFIELD CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Michael 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

September 30, 2002 - September 24, 2015

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

BD
CRD#: 43177
OCEAN, NJ
Past

November 12, 1998 - September 30, 2002

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

December 12, 1986 - November 11, 1998

WORLD FINANCIAL SERVICES, INC.

BD
CRD#: 18461
NEW YORK, NY
Past

April 10, 1978 - November 6, 1986

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999
Past

December 1, 1972 - August 26, 1977

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

September 18, 1970 - December 12, 1972

HAVENFIELD CORPORATION

BD
CRD#: 2153

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


General Industry/Product Exam
RR
SIE
Date: 9/24/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 1/26/1970
Registered Representative Examination

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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