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Anthem, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-07 |
| AZ | RA | APPROVED | 2021-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald & Co. | Irvine | CA | 01/2016 | 12/2017 |
| Simplicity Financial Marketing | Scottsdale | AZ | 01/2018 | 08/2020 |
| Simplicity Wealth Llc | Holland | MI | 05/2019 | 08/2020 |
| Emerson Equity Llc | San Mateo | CA | 08/2020 | 05/2021 |
| Great Point Capital, Llc | Chicago | IL | 05/2021 | 05/2025 |
| Apex Wealth Advisors, Llc | New River | AZ | 11/2021 | Present |
| Apex Wealth Advisors, Llc | New River | AZ | 08/2021 | Present |
| Alexander Capital, L.P. | Phoenix | AZ | 05/2025 | Present |
Leonard Williamson is a managing partner for Apex Wealth Advisors, a state registered RIA firm. The address of Apex Wealth Advisors is 44047 North 43rd Ave. #74528. Phoenix, AZ 85087. The start date is Aug 08,2021. He plans to spend 10 hours per month during normal trading hours and 10 hours per month outside of normal trading hours. This is investment related. Leonard Williamson is a fixed insurance agent. The address is 2515 E Electra Ln. Phoenix, AZ 85024. The start date is 05/18/2018. He plans to spend 5 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is investment related. ALEXANDER CAPITAL, L.P. - INVESTMENT RELATED; PHOENIX, AZ; BROKER-DEALER; REGISTERED REPRESENTATIVE; START: 5/2025; 25 HRS/WK DURING TRADING; SALE OF SECURITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-01 |
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