Leonard Williamson is a registered investment advisor, based in Anthem, AZ, with 10 years of industry experience.
Location
Anthem, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Leonard is a managing partner for Apex Wealth Advisors, a state registered RIA firm, dedicating about 10-20% of his time. He is also a fixed insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Alexander Capital, L.P.
May 2025 - Present · 1 yr
Alexander Capital, L.P.Broker
May 2025 - Present · 1 yr
Apex Wealth Advisors LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Great Point Capital LLCBroker
May 2021 - May 2025 · 4 yrs
Emerson Equity LLC
September 2020 - May 2021 · 8 mos
Emerson Equity LLCBroker
September 2020 - May 2021 · 8 mos
Simplicity Wealth
May 2019 - September 2020 · 1 yr 4 mos
Simplicity Financial Investment Services, INC.Broker
May 2018 - September 2020 · 2 yrs 4 mos
Cantor Fitzgerald & CO.Broker
January 2016 - January 2018 · 2 yrs
Realty Capital Securities, LLCBroker
May 2015 - December 2015 · 7 mos
State Registrations16 states
ALAZCACOFLGAIDKYNCNDNJNVOHORTXUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.