GP
Graham Patrick Williams
CRD 2601211
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Optimist Retirement Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Optimist Retirement Group, Llc
Managing Member · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗