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Calvin Edwin Williamson

Raymond James Financial Services Advisors, Inc

Durham, NC

CRD 5125850

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-07-15
TX RA APPROVED 2022-07-15
  • NC RA
    APPROVED
    Since 2022-07-15
  • TX RA
    APPROVED
    Since 2022-07-15

Branch Locations

2828 Pickett Rd., Ste. 100, Durham, NC 27705 • 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
Edward Jones Winston-Salem NC 04/2006 07/2022
Raymond James Financial Services, Inc. Durham NC 07/2022 Present
Raymond James Financial Services Advisors, Inc Durham NC 07/2022 Present
Concurrent Advisors Durham NC 07/2022 03/2023
Previous Registrations
  • 2007-01-19 → 2022-07-18
    Chapel Hill, NC
    Durham, NC
    St Louis, MO
    Durham, NC
    Chapel Hill, NC
Other Businesses

(1)Name of Business: CEW4,LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor under RJFS Wealth management (2)Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/08/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am co-owner of an LLC which was created as an overarching entity to recruit advisors to affiliate with our branch (3)Name of Business: WFF, LLC Address: 318 Oxfordshire Ln, Chapel Hill , NC, 27517, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC to hold land (4)Name of Business: Williamson Private Wealth Management Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA under RJFS private wealth management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-19
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S66 Uniform Combined State Law Examination
    2006-12-19
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
Other Names
  • Eddie Williamson
  • Calvin E Williamson
  • Calvin E Williamson

View on SEC IAPD

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