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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Jeremy Robert Williamson

Advisor at COMMONWEALTH FINANCIAL NETWORK

Lacey, WA

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Search this name across graphsid dfx:ria:3138b5af-d29d-6246-ff46-d69025acaaba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 16, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMMONWEALTH FINANCIAL NETWORK
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 15, 2020
First registration: Jun 16, 2020
Dual registered: yes, broker-dealer
IAPD individual key: 7213501

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Dec 21, 2024	n/a	yes	Lacey, WA	Current employment
FULCRUM CAPITAL, LLC	Independent wealth	Jan 19, 2023	Jan 7, 2025	no	SEATTLE, WA	Previous registration
APELLA WEALTH	Independent wealth	Jun 30, 2022	Dec 15, 2022	no	WEST HARTFORD, CT\|Bellevue, WA	Previous registration
EDWARD JONES	National bd RIA	Jun 16, 2020	Jul 22, 2021	no	TENINO, WA\|Olympia, WA\|ST LOUIS, MO\|Olympia, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FULCRUM CAPITAL, LLC	COMMONWEALTH FINANCIAL NETWORK	Jan 7, 2025	Dec 21, 2024	-17	Firm change	RIA to ibd
APELLA WEALTH	FULCRUM CAPITAL, LLC	Dec 15, 2022	Jan 19, 2023	35	Firm change	RIA to RIA
EDWARD JONES	APELLA WEALTH	Jul 22, 2021	Jun 30, 2022	343	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Dec 21, 2024 to presentfactForm ADV
→ FULCRUM CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 19, 2023 to Jan 7, 2025factForm ADV
→ APELLA WEALTHRegistered adviserregistration: previous registration
Jun 30, 2022 to Dec 15, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 16, 2020 to Jul 22, 2021factForm ADV

Dated events

Occurred
Jan 7, 2025
Advisor changed firm
Jeremy Robert Williamson left Fulcrum Capital, Llc for Commonwealth Financial Network (registered 2024-12-21)
Form ADVobserved 6 days ago
Occurred
Dec 15, 2022
Advisor changed firm
Jeremy Robert Williamson left Apella Wealth for Fulcrum Capital, Llc (registered 2023-01-19)
Form ADVobserved 6 days ago