John Deforrest Williamson

Current Employers

Employment History

• 07/1999 → Present
  Portfolio Strategies Inc.
  Tacoma, WA
• 05/2001 → 12/2016
  Edi Financial, Inc.
  Tacoma, WA
• 12/2016 → Present
  Alexander Capital, Lp
  New York, NY
• 09/2017 → Present
  Alexander Capital Wealth Management, Llc
  New York, NY
• 12/2001 → 01/2023
  Portfolio Strategies Inc.
  Tacoma, WA
• 03/2023 → Present
  Penny Lane Wealth Management, Llc
  Tacoma, WA

Previous Registrations

• 2001-12-19 → 2023-01-18
  Portfolio Strategies Inc
  Tacoma, WA
  Tacoma, WA
• 2009-04-17 → 2011-06-28
  Tahoma Investment Advisors, Llc
  Tacoma, WA
• 2006-03-21 → 2008-05-15
  Focus Investments Nw, Inc.
  Tacoma, WA

Other Businesses

1. PORTFOLIO STRATEGIES, INC. 50% Passive Owner. 2. Williamson Investments March 2018, Entity to pay bills, do business consulting, spend 20% pf my time here. 3. Alexander Capital LP Insurance Agency 17 State Street, New York, NY 10004 Investment related - Insurance Agency, position held is sales. Devote approximately 20 hours a week during market hours. 4. I sit on the Board of Directors of a non-profit called One Accord Human Services Group that helps people with a criminal background find gainful employment through job training, placements, etc. I do not receive any compensation and devote 5% of my time. There are no conflicts of interest. 5. Penny Lane Wealth Management; Investment related; 1804 W Union Ave Tacoma, WA 98405; IAR; Investment Advisor; 08/03/2022; 10hrs; IA 6.STEWARDSHIP FACILITY SOLUTION (NON-PROFIT) DIRECTOR- 1HR PER WEEK NON INVESTMENT RELATED NO COMPENSATION RECEIVED

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-13
• S63 Uniform Securities Agent State Law Examination
  1993-09-13