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

PRECEDENT WEALTH PARTNERS, 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 1, 1973earliest registration or exam on IAPD

Years in industry

53derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 23, 1981

First registration

Apr 28, 1995

Dual registered

no

Other names

GEORGE F WILLIAMS

IAPD individual key

733129

• Occurred

  May 12, 2023
  Advisor changed firm

  George Franklin Williams left Linscomb Wealth, Inc. for Precedent Wealth Partners, Llc (registered 2023-04-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ddf48769-2a18-b254-38da-e54b2a0b8529

First observed

Apr 28, 1995

Last observed

Sep 14, 2026 7 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.