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Detailed Report
RONALD DAVID WILLIAMSON
CHIP WILLIAMSON ESQ., RONALD DAVID WILLIAMSON ESQ.
CRD#: 4502051
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Investment Adviser
CREATIVEONE WEALTH, LLCCRD#: 281213 37 Front Street
Binghamton, NY 13905
Registration History
2002200420062008201020122014201620182020202220242026IACREATIVEONE WEALTH, LLC (CRD# 281213)2020 - Present (4 years)IAPARTNERVEST ADVISORY SERVICES LLC (CRD# 113621)2009 - 2020 (11 years)IASTONE HOUSE INVESTMENT MANAGEM... (CRD# 139410)2007 - 2009 (1 year)IAAXA ADVISORS, LLC (CRD# 6627)2002 - 2007 (5 years)
License(s)

State Registrations

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New York 2/3/2021
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Pennsylvania 10/26/2020
Current Registration(s)
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CREATIVEONE WEALTH, LLC (CRD#:281213)
37 Front Street, Binghamton, NY 13905
Registered with this firm since 10/26/2020
Previous Registration(s)
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 03/06/2009 - 11/06/2020 PARTNERVEST ADVISORY SERVICES LLC (CRD#:113621) BINGHAMTON, NY
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 07/17/2007 - 04/29/2009 STONE HOUSE INVESTMENT MANAGEMENT, LLC (CRD#:139410) VESTAL, NY
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 05/13/2002 - 06/08/2007 AXA ADVISORS, LLC (CRD#:6627) VESTAL, NY
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.