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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
| NC | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 10/2017 | 02/2023 |
| Bank Of America, N.A. | Charlotte | NC | 10/2017 | 02/2023 |
| Jpmorgan Chase Bank, Na | Charlotte | NC | 03/2023 | 06/2025 |
| Jpmorgan Securities Llc | Charlotte | NC | 03/2023 | 06/2025 |
| Raymond James Financial Services Inc. | Cornelius | NC | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Cornelius | NC | 09/2025 | Present |
(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: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor managing client assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-29 |
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