Ronald D. Williamson
CREATIVEONE WEALTH
Binghamton, NY 13905
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CRD#: 4502051
Professional summary
Ronald David Williamson, CFP®, who also goes by Chip Williamson Esq., Ronald David Williamson Esq., is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Binghamton, New York.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ronald has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chip Williamson Esq. | Ronald David Williamson Esq.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. RONALD HAS BEEN A PARTNER IN COVENANT WEALTH ADVISORS, LLC. SINCE 10/2004. APPROXIMATELY 15% OF THIS BUSINESS IS DEVOTED TO SALES AND SERVICE OF LIFE AND ANNUITY BUSINESS.
2. UTILIZE SPECIFIC SOLUTIONS and AIB AS GENERAL AGENTS TO PROCESS OUR LIFE INSURANCE AND ANNUITY BUSINESS.
3. COVENANT WEALTH ADVISORS, LLC. RENTS OFFICE SPACE TO OUTSIDE PROFESSIONALS.
4. RONALD HAS BEEN A PARTNER IN COVENANT REALTY HOLDINGS, LLC. SINCE 9/16/2011. 100% OF THIS BUSINESS HOLDS THE REAL ESTATE WITHIN WHICH COVENANT WEALTH ADVISORS, LLC. OPERATES.
6. Maintains personal blog www.theparenthoodadventures.com and YouTube Channel- Chipomite, www.EpicTreasureHunts.com, www.Hobby3D Printing.com & www.TheBlogIncomeProject.com Not during trading hours. Compensation: Yes.
7. Ronald "Chip" Williamson is also a minority memeber of an inactive LLC, Binghamton Waterfront Properties, LLC, established for the potential use of real estate acquisition. It Does not currently hold any real estate. Mr. Williamson does not devote any time to this activity during business hours and currently earns no compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald David Williamson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
October 26, 2020 - Present
CREATIVEONE WEALTH, LLC
Office #1: 37 Front Street, Binghamton, NY 13905RIA
CRD#: 281213
Binghamton, NY
Past
July 31, 2009 - October 30, 2009
SORRENTO PACIFIC FINANCIAL, LLC
BD
CRD#: 127787
VESTAL, NY
Past
March 26, 2009 - July 31, 2009
PARTNERVEST SECURITIES, INC.
BD
CRD#: 104134
VESTAL, NY
Past
March 6, 2009 - November 6, 2020
PARTNERVEST ADVISORY SERVICES LLC
RIA
CRD#: 113621
BINGHAMTON, NY
Past
July 17, 2007 - April 29, 2009
STONE HOUSE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 139410
VESTAL, NY
Past
May 13, 2002 - June 8, 2007
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
VESTAL, NY
Past
March 11, 2002 - June 8, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
VESTAL, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(2/3/2021)
IAR
Pennsylvania(10/26/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Binghamton, NY 13905TRUST BUT VERIFY
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