Tonya Williams has been an investment adviser representative at Meld Financial since August 2022, and is not listed among the firm’s executive officers or direct owners.
Meld Financial, Inc. is a Birmingham, AL firm with $776M under management, 1,130 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Tonya Williams’ longest registration is the current one, 4 years at Meld Financial since 2022. Before joining Meld Financial in 2022, Tonya Williams was registered through Raymond James Financial Services Advisors, Inc.
- Meld Financial, Inc.Current– present · 4 yearsColumbus, GA · Adviser representative · Firm CRD 118896
- Raymond James Financial Services Advisors, Inc– · under a yearColumbus, GA · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Tonya Williams is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is Georgia, in September 2022.
- AlabamaSince 31 August 2022
- GeorgiaSince 19 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 September 2021 |
| Series 7TO | General Securities Representative Examination | 29 September 2020 |
| SIE | Securities Industry Essentials Examination | 7 July 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tonya Jean Williams
- CRD
- 4965035
- Firm
- Meld Financial · CRD 118896
- Office
- 800 BROOKSTONE CENTRE PARKWAY, Columbus, GA 31904
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Tonya Williams work?
Tonya Williams is an investment adviser representative registered through Meld Financial, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Tonya Williams a financial advisor?
Yes. Tonya Williams has a current investment-adviser registration in Alabama and Georgia, through Meld Financial since August 2022.
How many years of experience does Tonya Williams have?
Tonya Williams has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Tonya Williams passed?
Tonya Williams has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2020.
Where did Tonya Williams work before Meld Financial?
Before Meld Financial, Tonya Williams was registered through Raymond James Financial Services Advisors, Inc, September 2021 to July 2022.
Where is Tonya Williams based?
Tonya Williams’ registered office is in Columbus, GA.
Is Tonya Williams registered with FINRA?
No. Tonya Williams has no current broker registration.
How can I verify Tonya Williams’ record?
Search CRD 4965035 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tonya Williams’ full registration record.
