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2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-03-04 |
Branch Locations
198 Main Street Suite 100, Trussville, AL 35173 • United States
2000 Southlake Park Suite 200, Hoover, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Williamson Financial Services, Inc | Trussville | AL | 09/1979 | Present |
| Concourse Financial Group Securities Inc | Trussville | AL | 03/1987 | 12/2024 |
| (Dba) Truewealth Advisors Llc | Trussville | AL | 03/2021 | Present |
(dba) WILLIAMSON FINANCIAL SERVICES; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/1979; 160 hours per month; Financial planning and insurance. >> WILLIAMSON FINANCIAL SERVICES; Non-Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Owner; Start Date 09/2002; 1 hour per month; Landlord for the building I own of which I occupy approximately 1/3 of the business and lease the other 2 suites to another non-financial business. >> (dba) TRUEWEALTH ADVISORS LLC; Investment Related; 198 Main Street, Ste 100, Trussville, AL 35173; Financial and Insurance Services; Financial Adviser; Start Date 03/2021; 50 hours per month with 40 of those hours per month occurring during trading hours; Provide investment advisory services. >> RAILROAD COMMUNITY CREDIT UNION; Non-Investment Related; Irondale, AL; Board Member; Board Member; Start Date 06/2021; 2 hours per month with those 2 hours per month occurring during trading hours; Management and meet monthly with approximately 10 other board members to discuss the month's activities and decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-18 |
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