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CW

Christian T. Williams

CASH APP INVESTING
OAKLAND, CA 94612
Some features on this profile are disabled
CRD#: 5521174
CW

Professional summary

Christian Thomas Williams, who also goes by Christian Williams, Christian Thomas Williams, is a registered financial professional currently at CASH APP INVESTING LLC located in Oakland, California.

Christian is registered as a RR (Registered Representative) and started their career in finance in 2008. Christian has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Christian Williams | Christian Thomas 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) - BD

Click below to view Christian Thomas 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

November 14, 2025 - Present

CASH APP INVESTING LLC

Office #1: 1955 Broadway Suite 600, Oakland, CA 94612
BD
CRD#: 144076
OAKLAND, CA
Past

September 17, 2025 - October 29, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

March 16, 2023 - July 8, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
SANDY, UT
Past

January 7, 2022 - March 15, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Sandy, UT
Past

December 1, 2020 - January 3, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Sandy, UT
Past

May 19, 2020 - November 25, 2020

MORGAN STANLEY

BD
CRD#: 149777
SOUTH JORDAN, UT
Past

May 8, 2020 - November 25, 2020

MORGAN STANLEY

RIA
CRD#: 149777
SOUTH JORDAN, UT
Past

July 13, 2018 - November 20, 2018

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

September 14, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

September 9, 2015 - October 29, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

January 3, 2011 - August 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

January 3, 2011 - August 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

June 12, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SALT LAKE CITY, UT
Past

May 26, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SALT LAKE CITY, UT

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
Alabama
(11/14/2025)
RR
Alaska
(11/14/2025)
RR
Arizona
(11/14/2025)
RR
Arkansas
(11/14/2025)
RR
California
(11/14/2025)
RR
Colorado
(11/14/2025)
RR
Connecticut
(11/14/2025)
RR
Delaware
(11/14/2025)
RR
District of Columbia
(11/14/2025)
RR
Florida
(11/14/2025)
RR
Georgia
(11/14/2025)
RR
Hawaii
(11/14/2025)
RR
Idaho
(11/14/2025)
RR
Illinois
(11/14/2025)
RR
Indiana
(11/14/2025)
RR
Iowa
(11/14/2025)
RR
Kansas
(11/14/2025)
RR
Kentucky
(11/14/2025)
RR
Louisiana
(11/14/2025)
RR
Maine
(11/14/2025)
RR
Maryland
(11/14/2025)
RR
Massachusetts
(11/14/2025)
RR
Michigan
(11/14/2025)
RR
Minnesota
(11/14/2025)
RR
Mississippi
(11/14/2025)
RR
Missouri
(11/14/2025)
RR
Montana
(11/14/2025)
RR
Nebraska
(11/14/2025)
RR
Nevada
(11/14/2025)
RR
New Hampshire
(11/14/2025)
RR
New Jersey
(11/14/2025)
RR
New Mexico
(11/14/2025)
RR
New York
(11/14/2025)
RR
North Carolina
(11/14/2025)
RR
North Dakota
(11/14/2025)
RR
Ohio
(11/16/2025)
RR
Oklahoma
(11/14/2025)
RR
Oregon
(11/14/2025)
RR
Pennsylvania
(11/14/2025)
RR
Rhode Island
(11/14/2025)
RR
South Carolina
(11/14/2025)
RR
South Dakota
(11/14/2025)
RR
Tennessee
(11/14/2025)
RR
Texas
(11/14/2025)
RR
Utah
(11/14/2025)
RR
Vermont
(11/14/2025)
RR
Virginia
(11/14/2025)
RR
Washington
(11/14/2025)
RR
West Virginia
(11/14/2025)
RR
Wisconsin
(11/14/2025)
RR
Wyoming
(11/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/2/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/17/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/25/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

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

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

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

CASH APP INVESTING LLC

CRD#: 144076Oakland, CA 94612

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