This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

3

Exams

S66|S63

First exam

May 22, 2001

First registration

Oct 2, 2006

Dual registered

no

Other names

Jacob Gideon Grossman|Jacob Allen Williams

IAPD individual key

4330553

• Occurred

  Nov 28, 2023
  Advisor changed firm

  Jacob Williams left Dynamic for Williams & Novak Wealth Management, Llc (registered 2023-10-12)

  Form ADVobserved 4 days ago
• Occurred

  Jun 1, 2023
  Advisor changed firm

  Jacob Williams left Western International Securities for Dynamic (registered 2023-04-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bc129d4a-46f2-c2f9-ff7d-cf5175c6202f

First observed

Oct 2, 2006

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.