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504 S First St., Lufkin, TX 75901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
| AL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Birmingham | AL | 09/2016 | 08/2017 |
| Williamson Asset Management Llc | Birmingham | AL | 09/2017 | 01/2024 |
| Theotrade | Scottsdale | AZ | 07/2018 | 08/2023 |
| Kovar Wealth Management | Lufkin | TX | 01/2024 | 04/2024 |
| Williamson Asset Management Llc | Birmingham | AL | 04/2024 | 08/2024 |
| 11 Financial | Lufkin | TX | 06/2024 | Present |
1) Mason Music - not investment related - Birmingham, AL - music lessons - teacher - 04/2024 - 20 - 0 - over private lessons to students on weekends. 2) St. Peter's Anglican Church - not investment related - Birmingham, AL - sound mixing - run sound for church services - 05/2024 - 15 - 0. 3) Goat Academy Limited - not investment related - online - educational services - 3/2025 - about 20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
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