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.

Current firm

WILLIAMSON LEGACY GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 27, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jun 27, 1984

First registration

Dec 10, 1998

Dual registered

no

IAPD individual key

1274543

• Occurred

  Mar 24, 2022
  Advisor changed firm

  Joseph Richard Williamson left Axxcess Wealth Management, Llc for Williamson Legacy Group, Llc (registered 2022-04-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:927543fe-e1cd-bc82-12df-682c8cd4bc85

First observed

Dec 10, 1998

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.