WT
William J. Tison
QUESTMONT VIRTUAL FAMILY OFFICE
TAMPA, FL 33607
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CRD#: 7401756
WT
Professional summary
William Joseph Tison, who also goes by Joe Tison, is a registered financial advisor currently at QUESTMONT VIRTUAL FAMILY OFFICE, LLC located in Tampa, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Tison
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.
*487430 - Marine Marketing Services, LLC; Investment related No; Tampa, FL; Consulting; Sole Proprietor/Owner; 09/2018; After business hours: 8; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Customer Service, Sales/Marketing Bus Name: Purshe Kaplan Sterling Investments; Investment Related; Tampa, FL; Brokerage Firm; Registered Representative; 04/2025; 160 hours, 160 during trading hours; Providing brokerage services for clients. Bus Name: Kestra Advisory Services, LLC; Investment Related: Yes Address: Tampa, FL; Nature of Business: RIA; Position, Title or Relationship: Investment Adviser Representative Start Date: 01/2018 Hours per month: 160 hours/month, Hours per month during trading hours: 160 hours/month Duties: provide advisory services to clients. Bus Name: Questmont Virtual Family Office, LLC; Investment Related: Yes Address: Tampa, FL; Nature of Business: RIA; Position, Title or Relationship: Investment Adviser Representative Start Date: 04/2025; Hours per month: 160 hours/month, Hours per month during trading hours: 160 hours/month Duties: provide advisory services to clients.
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Tison's 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®
NoneExperience
Current
April 16, 2025 - Present
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
Office #1: 4300 W. Cypress Street Suite 350, Tampa, FL 33607RIA
CRD#: 335307
TAMPA, FL
Past
January 23, 2023 - June 2, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Tampa, FL
Past
January 9, 2023 - June 2, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Tampa, FL
Past
April 12, 2022 - December 12, 2022
MORGAN STANLEY
RIA
CRD#: 149777
Tampa, FL
Past
March 9, 2022 - December 12, 2022
MORGAN STANLEY
BD
CRD#: 149777
Tampa, FL
Past
November 5, 2021 - February 26, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Temple Terrace, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
QV
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
CRD#: 335307 / SEC#: 801-132338
RIA
Registered Investment Advisory firm - (4/4/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/5/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
QV
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
CRD#: 335307 / SEC#: 801-132338
RIA
Registered Investment Advisory firm - (4/4/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4300 W. Cypress Street Suite 350, Tampa, FL 33607
Mailing Address
Phone number
(813) 212-1701
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 435 |
| AUM (Assets Under Management) | $ 310,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
CRD#: 335307Tampa, FL 33607TRUST BUT VERIFY
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