Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-07 |
| NC | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 08/2022 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 08/2022 | 12/2024 |
| Raymond James Financial Services Inc. | Cornelius | NC | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Cornelius | NC | 01/2025 | Present |
| Williamson Wealth Group | Cornelius | NC | 01/2025 | Present |
| Wells Fargo Advisors | Charlotte | NC | 09/2014 | 11/2016 |
(1)Name of Business: Williamson Wealth Group Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor for book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-26 |
Reach out to this advisor