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Owen Patrick Williamson

Williamson Legacy Group, LLC

Brooklyn, NY

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Current Employers
Williamson Legacy Group, Llc

Carmel, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-03-21
NY RA APPROVED 2022-03-21
  • IN RA
    APPROVED
    Since 2022-03-21
  • NY RA
    APPROVED
    Since 2022-03-21

Branch Locations

Brooklyn, NY • 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
Nyc Parks Queens NY 08/2014 10/2019
City Of Tampa Tampa FL 11/2019 08/2021
Axxcess Wealth Management, Llc Carlsbad CA 08/2021 02/2022
Williamson Legacy Group Carmel IN 03/2022 Present
  • 08/2014 → 10/2019
    Nyc Parks
    Queens, NY
  • 11/2019 → 08/2021
    City Of Tampa
    Tampa, FL
  • 08/2021 → 02/2022
    Axxcess Wealth Management, Llc
    Carlsbad, CA
  • 03/2022 → Present
    Williamson Legacy Group
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-23
  • S65 Uniform Investment Adviser Law Examination
    2021-06-23

View on SEC IAPD

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