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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Group | Huntersville | NC | 04/2019 | 10/2025 |
| Unemployed | Mooresville | NC | 01/2012 | 04/2019 |
| Raymond James Financial Services, Inc. | Cornelius | NC | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Cornelius | NC | 10/2025 | 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: 10/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client relations, office admin
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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