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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-24 |
| NC | RA | APPROVED | 2022-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 09/2021 |
| Wells Fargo Bank, Na | Charlotte | NC | 09/2021 | 02/2022 |
| Raymond James Financial Services | Huntersville | NC | 02/2022 | Present |
| Raymond James Financial Services Advisors | Huntersville | NC | 02/2022 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I entered an agreement with Dean Williamson to purchase David Coss' book for business for $500,000 to be paid over 3 years. I'm responsible for paying $250,000 of the $500,000 and I'll be making monthly payments of $6,944.44 starting 7/1/2025 and ending 6/1/2028. (2)Name of Business: LW Financial, LLC Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm the president/owner of the LLC. (3)Name of Business: Williamson Wealth Group Address: 16315 Northcross Dr Ste A, Huntersville, NC, 28078-5002, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm a financial advisor that works with new and current Williamson Wealth Group clients. (4)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: 02/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm a financial advisor for Williamson Wealth Group and my responsibilities range from servicing current clients to bring on new clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-20 |
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