Courtney Heath Williams

Current Employers

Employment History

• 03/2010 → 02/2019
  Edward Jones
  St Louis, MO
• 02/2019 → 03/2024
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC
• 02/2019 → 03/2024
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 02/2019 → 03/2024
  Freedom Street Partners
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Global Advisory, Llc
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Charlotte, NC
• 03/2024 → Present
  Steward Partners Investment Advisory, Llc
  Charlotte, NC
• 03/2024 → 12/2024
  Elan Wealth Management, Llc
  Charlotte, NC

Previous Registrations

• 2024-03-24 → 2025-01-28
  Elan Wealth Management, L.L.C.
  Charlotte, NC
  Southern Shores, NC
  Charlotte, NC
• 2019-02-22 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2010-03-23 → 2019-02-26
  Edward Jones
  Charlotte, NC
  St Louis, MO
  Charlotte, NC
• 2010-03-15 → 2010-03-23
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

(1)Name of Business: CM Rentals, LLC; City/State: Charlotte, NC; Activity Type: Real Estate for Rent/Lease; Position/Title: Co-owner; Investment Related: No; Start Date: 03/01/2008; Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0; Description of duties: None - responsibilities handled by spouse. (2)Name of Business: EHW Investments, LLC Address: 6525 Carnegie Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/24/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Control person, LLC used to process payroll/employ RJ assistant (3)Name of Business: FREEDOM STREET PARTNERS Address: 6525 Carnegie Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/22/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FINANCIAL ADVISOR (4)Name of Business: FSP Enterprise, LLC Address: 6525 Carnegie Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner, Non-control (5)Name of Business: WHE Investments, LLC Address: 6525 Morrison Blvd Ste 115, Charlotte, NC, 28211, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/22/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, LLC used to process payroll/employ RJ assistant.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-12

Other Names

• C. Williams
• Courtney H. Williams
• C. H. Williams
• Courtney H. Williams