DFX Intelligence
Advisor moves
Arrivals at Williamson Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
4 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Denver Floyd Mccallister | Cetera Investment Advisers LLC BD affiliated | Williamson Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 22, 2023 | Jan 17, 2025 (575 d) |
| Steven Todd Williamson | Legacy Investment Group, LLC unclassified | Williamson Wealth Management state registered | Other | Aug 17, 2018 | Dec 20, 2017 |
| Margaret A Frease | Legacy Investment Group, LLC unclassified | Williamson Wealth Management state registered | Other | Aug 17, 2018 | Apr 13, 2018 |
| Thomas Minnick | Legacy Investment Group, LLC unclassified | Williamson Wealth Management state registered | Other | Aug 17, 2018 | Apr 13, 2018 |
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