Best Investors Account Sign in

Zachary Bryan Williamson

Principal Securities, Inc.

Addison, TX

Claim This Profile
Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
  • TX RA
    APPROVED
    Since 2026-08-06

Branch Locations

5080 Spectrum Dr Ste 1200E, Addison, TX 75001 • 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
New York Life Insurance Company Frisco TX 12/2025 06/2026
Blustar Leads Orlando FL 09/2020 12/2025
Luckys Market Orlando FL 08/2019 02/2020
Hilton Orlando FL 07/2018 08/2019
Southern Glazer's Wine &Amp; Spirits Orlando FL 04/2014 06/2018
Unemployed Orlando FL 02/2020 09/2020
Nylife Securities Llc. Frisco TX 03/2026 06/2026
Principal Life Insurance Company Addison TX 06/2026 Present
Principal Securities, Inc. Addison TX 06/2026 Present
  • 12/2025 → 06/2026
    New York Life Insurance Company
    Frisco, TX
  • 09/2020 → 12/2025
    Blustar Leads
    Orlando, FL
  • 08/2019 → 02/2020
    Luckys Market
    Orlando, FL
  • 07/2018 → 08/2019
    Hilton
    Orlando, FL
  • 04/2014 → 06/2018
    Southern Glazer's Wine &Amp; Spirits
    Orlando, FL
  • 02/2020 → 09/2020
    Unemployed
    Orlando, FL
  • 03/2026 → 06/2026
    Nylife Securities Llc.
    Frisco, TX
  • 06/2026 → Present
    Principal Life Insurance Company
    Addison, TX
  • 06/2026 → Present
    Principal Securities, Inc.
    Addison, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-25
S63 Uniform Securities Agent State Law Examination 2026-04-25
  • S65 Uniform Investment Adviser Law Examination
    2026-07-25
  • S63 Uniform Securities Agent State Law Examination
    2026-04-25
Other Names
  • Zachary Bryan Williamson
  • Zachary Williamson

View on SEC IAPD

Other Firms

GENEOS WEALTH MANAGEMENT, INC.
BLUE SKY ASSET MANAGEMENT, LLC
CWM, LLC
INTEGRATED WEALTH CONCEPTS LLC
EDELMAN FINANCIAL ENGINES
A & I WEALTH MANAGEMENT
RFG ADVISORY, LLC
BOULDER ASSET MANAGEMENT

Other Investors

PAMALA ANN REICHERT
TONY GENE GRIEPENTROG
RYAN ALLEN HOBBS
RYAN WESLEY DIACHOK
GEORGE RICHARD TRUITT
WESLEY LEE STRODE
KRISTIN JANINE SESKO
DEAN ALLEN RAGER

Other Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO, CO

More in Addison, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor