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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-30 |
| NC | RA | APPROVED | 2017-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Huntersville | NC | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 05/2017 | Present |
| Williamson Wealth Group | Cornelius | NC | 04/2017 | Present |
| Wells Fargo Advisors Llc | Charlotte | NC | 10/2011 | 03/2017 |
(1)Name of Business: Koppenhofer Address: 7435 Norman Island Dr, Cornelius, NC, 28031, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 06/05/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Successor Trustee only (2)Name of Business: Williamson Wealth Group Address: 7632 Norman Island Dr, Cornelius, NC, 28031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor for individuals, families and businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-09 |
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