Attee Williams is a registered investment advisor, based in Dayton, OH, with 18 years of industry experience.
Location
515 Shiloh Springs Rd, Dayton, OH, 45415-3175
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Attee owns a rental property on England Ave in Dayton, OH, since 2016. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
October 2016 - Present · 9 yrs 6 mos
Allstate Financial Advisors, LLC
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2016 · 3 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2016 · 3 yrs 4 mos
Chase Investment Services CORP.
November 2010 - October 2012 · 1 yr 11 mos
Chase Investment Services CORP.Broker
October 2008 - October 2012 · 4 yrs
Natcity Investments, INC.Broker
August 2005 - December 2006 · 1 yr 4 mos
PFS Investments INC.Broker
February 2004 - December 2004 · 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.