Cathey Lynn Williamson

Current Employers

Employment History

• 08/2007 → 09/2017
  Universal Financial Planning Consultants, Inc.
  St. Louis, MO
• 10/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2010 → 09/2017
  First Heartland Capital
  Lake St Louis, MO
• 03/2011 → 10/2017
  First Heartland Consultants
  Lake St Louis, MO

Previous Registrations

• 2011-04-19 → 2017-10-02
  First Heartland Consultants, Inc.
  Saint Louis, MO
  Maryland Heights, MO
• 2009-04-30 → 2010-02-10
  Universal Financial Planning Consultants, Inc.
  Florissant, MO
  St. Louis, MO
• 1999-11-10 → 2005-02-11
  Edward Jones
  Florissant, MO

Other Businesses

1) WILLIAMSON FINANCIAL MANAGEMENT GROUP, 11425 DORSETT RD SUITE 204 MARYLAND HEIGHTS MO, 11/1999, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MONTH 5 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, ADVISOR REP OF RIA, INV REL, 5/WK 5/TRADING, 09/2017 3) DIVINE EVENTS, 11425 DORSETT RD SUITE 202 MARYLAND HEIGHTS MO, EVENT PLANNING. SR EVENT MANAGER, NIR, 20 HR/MO 0 HR/MO TRADING 4) HOPE OF DAVID MINISTRIES, 4519 NADINE CT ST LOUIS MO, BOARD MEMBER OF NON-PUBLIC ENTITY, BOARD PRESIDENT, 05/2021, NIR, 1 HR/MO 0/TRADING HR 5) GOOD STEWARD INSURANCE GROUP LLC, ST CHARLES MO 63303, 09/2022, OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, NIR, 20 HR/MO 0 HR/MO TRADING 6) COCA, 6880 WASHINGTON AVE ST LOUIS MO, 05/2024, BOARD MEMBER, PERFORMING ARTS EDUCATION, NIR, 4 HR/MO 0 HR/MO TRADING 7) BOYS & GIRLS CLUB ST. LOUIS, 2901 N Grand Ave, St. Louis MO 63107, 05/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO, 2 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-09-29

Other Names

• Cathey Johnson Williamson