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WW

Wayne W. Williamson

PLEXUS ENERGY CAPITAL
Littleton, CO 80123
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CRD#: 5062563
WW

Professional summary


Wayne Webb Williamson is a registered financial professional currently at PLEXUS ENERGY CAPITAL, LLC located in Littleton, Colorado.

Wayne is registered as a RR (Registered Representative) and started their career in finance in 2006. Wayne has worked at 1 firm and has passed the Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Wayne Webb 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®
None

Experience


Current

April 24, 2006 - Present

PLEXUS ENERGY CAPITAL, LLC

Office #1: 9251 W. Brandt Ave. Suite 600, Littleton, CO 80123Office #2: 8859 West Crestline Dr., Littleton, CO 80123
BD
CRD#: 138263
Littleton, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(4/26/2006)

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PE
PLEXUS ENERGY CAPITAL, LLC
PLEXUS ENERGY CAPITAL, LLC

CRD#: 138263 / SEC#: , 8-67155

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
8859 West Crestline Dr., Littleton, CO 80123
Mailing Address
8859 West Crestline Dr., Littleton, CO 80123
Phone number
(303) 225-5296
Established
Colorado since 09/23/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
TAC, INC.MANAGER/MEMBER
AGILITY RESOURCES, LLCSHAREHOLDER
WINDWARD CAPITAL, LLCMEMBER
STEWART, SCOTT ALEXANDERFINOP6977422
WILLIAMSON, WAYNE WEBBCEO/PRINCIPAL/CCO

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PLEXUS ENERGY CAPITAL, LLC

CRD#: 138263Littleton, CO 80123

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