Joseph Percival Williams is listed as Chief Financial Officer at Coquina Private Wealth LLC in Port Charlotte, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Coquina Private Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph Percival Williams work?
Joseph Percival Williams is listed as Chief Financial Officer at Coquina Private Wealth LLC on SEC Form ADV.
How much of Coquina Private Wealth LLC does Joseph Percival Williams own?
Form ADV reports a beneficial ownership band of 50-75%.