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Gary Todd Williamson

Wells Fargo Clearing Services, LLC

Frisco, TX

Bozeman, MT

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2019-08-07
TX RA APPROVED 2019-08-02
  • MT RA
    APPROVED
    Since 2019-08-07
  • TX RA
    APPROVED
    Since 2019-08-02

Branch Locations

17 Cowboys Way Ste 500, Frisco, TX 75034 • United States

211 W Main St 1St & 2Nd Fls, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Bozeman MT 06/2009 08/2019
Morgan Stanley Private Bank, N.A. New York NY 01/2015 08/2019
Wells Fargo Clearing Services Llc Plano TX 08/2019 Present
  • 06/2009 → 08/2019
    Morgan Stanley Smith Barney Llc
    Bozeman, MT
  • 01/2015 → 08/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2019 → Present
    Wells Fargo Clearing Services Llc
    Plano, TX
Previous Registrations
Other Businesses

RENTAL DUPLEX PROPERTY, INVT RELATED, BOZEMAN, MONTANA, 100% OWNERSHIP, START DATE 4/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-20
  • S66 Uniform Combined State Law Examination
    2005-10-20
Other Names
  • Gary Todd Williamson
  • G. Todd Williamson

View on SEC IAPD

Other Firms

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MCCLURE CAPITAL ADVISORS, INC.
MAVERICK TECH FUND MANAGER
WAYMAKER PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CG ADVISORY SERVICES
CLAIRALPHA ADVISORS LLC

Other Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto
STEVEN LEWIS RINGO
CHARLES GLEN DANIEL
DIOSELINA G RAMIREZ
RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

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