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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-12 |
| CA | RA | APPROVED | 2008-11-20 |
Branch Locations
332 Harris Street Ste C, Eureka, CA 95503 • United States
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 11/2008 | Present |
1. Mr. Williamson is Board Member of Compass Community Credit Union, located at 2861 E Street Eureka, CA 95501 This business is not investment related; conducting it 1-9% of his weekly time may be during market hours; No Compensation 2. Mr. Williamson is a Trustee for Sandra Rasche Trustee, located 19791 Mad River Road, Mad River, CA 9552. This business is investment related; conducting it 1-9% of his weekly time may be during market hours; No Compensation 3. Williamson Racing; Investment Related - No; 2800 Rancho Vista Dr., Eureka CA 95503; Jr Drag Racing Team; Sponsor - Williamson Wealth Advisors; Owner; 03/2023; 40 Hours Per Month, 16 During Trading Hours; Drag Racing team - Travel West Coast competing. 4. XAD Corporation, Inc.; Investment Related - No; 332 Harris Street suite C Eureka, CA 95503; Corp; DBA; President; 10/2003; 2 Hours Per Month; 2 During Trading Hours; All Revenue received from Williamson Wealth Advisors, PFS and Insurance compensation is run through XAD Corporation, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-31 |
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