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Denver Floyd Mccallister

Williamson Wealth Management

Canton, OH

Canton, OH

CRD 3190761

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Employer firm

Williamson Wealth Management CRD 290697

$46.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Williamson Wealth Management

4067 Whipple Ave Nw, Suite A, Canton, OH 44646 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-03
WV RA APPROVED 2025-01-17
  • OH RA
    APPROVED
    Since 2025-02-03
  • WV RA
    APPROVED
    Since 2025-01-17

Branch Locations

4067 Whipple Ave Nw Suite A, Canton, OH 44718 • United States

4067 Whipple Ave Nw, Suite A, Canton, OH 44646 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Advisers Llc Schaumburg IL 03/2012 Present
Cetera Financial Specialists Llc Schaumburg IL 03/2012 Present
Williamson Wealth Management Inc Canton OH 01/2025 Present
  • 03/2012 → Present
    Schaumburg, IL
  • 03/2012 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2025 → Present
    Williamson Wealth Management Inc
    Canton, OH
Previous Registrations
  • 2012-04-10 → 2023-06-22
    Nitro, WV
    Salt Rock, WV
  • 2008-10-29 → 2012-04-03
    National Planning Corporation
    Charleston, WV
  • 2005-10-31 → 2008-10-30
    Osaic Services, Inc.
    Phoenix, AZ
    South Charleston, WV
  • 2003-10-28 → 2005-10-31
    Sunamerica Securities, Inc.
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-17
S63 Uniform Securities Agent State Law Examination 1999-11-23
  • S66 Uniform Combined State Law Examination
    2003-10-17
  • S63 Uniform Securities Agent State Law Examination
    1999-11-23
Other Names
  • Denver Floyd Mccallister

View on SEC IAPD

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