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

Jul 26, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 26, 2002

First registration

Apr 5, 2010

Dual registered

no

Other names

JEANETTE LEANN KELLY|JEANETTE LEANN MCCOMICK

IAPD individual key

4469805

• Occurred

  Mar 24, 2022
  Advisor changed firm

  Jeanette Leann Mccormick left Axxcess Wealth Management, Llc for Williamson Legacy Group, Llc (registered 2022-03-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bbab8f97-7737-eaee-8b5b-9595add7a6c6

First observed

Apr 5, 2010

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.