Brian A Williamson

Current Employers

Employment History

• 08/2015 → 02/2020
  Ameriprise Financial Services, Inc.
  Frederick, MD
• 02/2020 → Present
  Lighthouse Wealth Management
  New Market, MD
• 10/2015 → Present
  Estate Legal Services, Llc
  Frederick, MD
• 06/2021 → Present
  Veridian Capital Partners
  Fredrick, MD

Previous Registrations

• 2020-02-14 → 2021-06-30
  Lighthouse Wealth Management
  New Market, MD
• 2016-04-07 → 2020-02-24
  Ameriprise Financial Services, Llc
  Frederick, MD

Other Businesses

Estate Legal Services, LLC; 7101 Guilford Drive, Suite 104, Frederick, MD 21704; Principal; We provide legal estate planning, probate, and business succession services to clients; Not Investment related; Owned business since October 2015; I devote approximately 30 hours a month to the business, with less than 25% of those being during securities trading hours. My duties include meeting with client, developing estate documents, filing probate documents, and taking care of the accounting and administrative duties of the business. District of Columbia Arts Center; Not investment Related; 2438 18th, St. NW, Washington, D.C. 20009; Board Member; 04/18/2023; less than 2 hours per month outside of securities trading hours; Serve as board member and treasurer of a not for profit which seeks to promote visual and performing arts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-05
• S63 Uniform Securities Agent State Law Examination
  2015-11-24