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SW

Steven A. Williamson

HARKEN CAPITAL SECURITIES
SCITUATE, MA
Some features on this profile are disabled
CRD#: 5386346
SW

Professional summary


Steven Arthur Williamson JR, who also goes by Steven Arthur Williamson Jr, is a registered financial professional currently at HARKEN CAPITAL SECURITIES, LLC located in Scituate, Massachusetts.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2007. Steven has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Arthur Williamson Jr

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 Steven Arthur Williamson JR's CRS (Customer Relationship Summary).
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

March 7, 2019 - Present

HARKEN CAPITAL SECURITIES, LLC

Office #2: 16 Ann Vinal Road, Scituate, MA 02066
BD
CRD#: 163749
SCITUATE, MA
Past

December 9, 2014 - January 12, 2016

BHA SELECT NETWORK, LLC

BD
CRD#: 168883
Boston, MA
Past

March 11, 2011 - December 23, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
WELLESLEY, MA
Past

October 23, 2009 - September 14, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WALTHAM, MA
Past

March 27, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
WALTHAM, MA
Past

December 13, 2007 - February 19, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WORCESTER, MA

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
Arizona
(3/13/2019)
RR
Colorado
(3/13/2019)
RR
Illinois
(5/30/2019)
RR
Maryland
(3/14/2019)
RR
Massachusetts
(3/11/2019)
RR
New York
(5/16/2019)
RR
Rhode Island
(4/18/2019)
RR
Texas
(5/17/2019)
RR
Utah
(4/17/2019)
RR
Virginia
(4/23/2019)
RR
Wisconsin
(4/29/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HC
HARKEN CAPITAL SECURITIES, LLC
HARKEN CAPITAL SECURITIES, LLC

CRD#: 163749 / SEC#: , 8-69077

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


Main Address
16 Ann Vinal Road, Scituate, MA 02066
Mailing Address
16 Ann Vinal Road, Scituate, MA 02066
Phone number
(617) 342-7333
Established
Massachusetts since 11/16/2011
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MALLOY, FREDERICK LODGEMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER2521341
NELSON, DONALD DALE JRMANAGING DIRECTOR/CHIEF EXECUTIVE OFFICER5309263
ANDERSON, KATHERINE ALICEFINOP4723171

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


HARKEN CAPITAL SECURITIES, LLC

CRD#: 163749Scituate, MA

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