William James Williamson

Current Employers

Employment History

• 01/2005 → 03/2017
  Sovereign Bank
  Princeton, NJ
• 09/2012 → 04/2017
  Santander Securities
  Colonia, NJ
• 04/2017 → Present
  Lpl Financial Llc
  Chester, NJ
• 09/2018 → Present
  Gladstone Wealth Partners
  Bedminster, NJ

Previous Registrations

• 2017-01-10 → 2017-04-04
  Santander Securities Llc
  Woodbridge, NJ
  Perth Amboy, NJ
  Perth Amboy, NJ
  Colonia, NJ
  Ortley Beach, NJ
  Pine Beach, NJ
  Toms River, NJ
  Toms River, NJ
  Woodbridge, NJ
  Short Hills, NJ
  Toms River, NJ
  Long Branch, NJ
  Toms River, NJ
  East Brunswick, NJ
  East Brunswick, NJ
  Scotch Plains, NJ
  Villanova, PA
  Cherry Hill, NJ

Other Businesses

1. 3/31/17 - William Williamson -INV REL -Reported Business Location(s)- Non-Variable Insurance - Agent - Start 3/31/17 - 24 Hours Per Month/6 Hours During Securities Trading - Time Spent 5% 2. 5/18/17 - CLD Capital LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 5/20/17 - 1 Hour Per Month/0 Hours During Securities Trading. 3. 10/15/18 - Nazareth Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/18 - 60 Hours Per Month/2 Hours During Securities Trading. 4. 10/15/18 - Nazareth Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/12/2018 - 120 Hours Per Month/2 Hours During Securities Trading. 5. 10/26/2018 - Gladstone Institutional Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/12/2018 - 60 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity on 10/26/2018. I expect to spend approximately 60 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 4/27/2020 - Mastrodimos Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/2020 - 30 Hours Per Month/20 Hours During Securities Trading. 7. 7/9/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/06/2020 - 3 Hours Per Month/0 Hours During Securities Trading 8. 8/24/2020 - Berger & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/21/2020 - 20 Hours Per Month/20 Hour During Securities Trading. 9. 3/3/2021 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/28/2021 - 40 Hours Per Month/3 Hours During Securities Trading. 10. 4/14/2021 -Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/01/2021 - 40 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11. 09/03/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/31/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 12. 5/11/23-Gladstone Institutional Advisory, LLC (GWP)- NOT INV REL- REP BUS LOC(S)- Outside/W-2 Employment-START 5/1/23-160HRS- TIME 100% 13. 10/18/23- Non-Variable Insurance- INV REL- REP BUS LOC(S)- Start 10/10/23- 1 HR/MTH-0 HRS During Trading 14. 09/15/2025- Integrity Marketing Group-Other - W2 employee- Not INV Related- At Other - W2 employee- 160 Hours Per Month- 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-01-09
• S63 Uniform Securities Agent State Law Examination
  1993-11-17

Other Names

• William James Williamson
• William J Williamson
• William James Williamson