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GW

Gregory L. Williamson

HUNTINGTON SECURITIES
Charlotte, NC 28280
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CRD#: 5398096
GW

Professional summary


Gregory Lane Williamson II, who also goes by Gregory L Williamson II, Gregory L Williamson, Gregory Lane Williamson Ii, Gregory Williamson, Gregory Lane Williamson, is a registered financial professional currently at HUNTINGTON SECURITIES, INC. located in Charlotte, North Carolina.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2007. Gregory has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, Series 57TO, Series 79TO, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory L Williamson Ii | Gregory L Williamson | Gregory Lane Williamson Ii | Gregory Williamson | Gregory Lane Williamson

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 Gregory Lane Williamson II'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

May 12, 2026 - Present

HUNTINGTON SECURITIES, INC.

Office #1: 101 S. Tryon St Suite 1810, Charlotte, NC 28280
BD
CRD#: 2261
Charlotte, NC
Past

February 23, 2023 - February 1, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

February 23, 2023 - February 1, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

September 12, 2019 - January 31, 2023

SUNBELT SECURITIES, INC.

RIA
CRD#: 42180
Lexington, KY
Past

September 9, 2019 - January 31, 2023

SUNBELT SECURITIES, INC.

BD
CRD#: 42180
Lexington, KY
Past

November 8, 2018 - September 26, 2019

LEXINGTON INVESTMENT COMPANY, INC.

RIA
CRD#: 27393
LEXINGTON, KY
Past

October 2, 2018 - September 26, 2019

LEXINGTON INVESTMENT COMPANY, INC.

BD
CRD#: 27393
LEXINGTON, KY
Past

June 14, 2012 - September 24, 2018

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

November 1, 2010 - February 2, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, NC
Past

September 11, 2007 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 5/12/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HUNTINGTON SECURITIES, INC.
HUNTINGTON CAPITAL MARKETS | HUTCHINSON, SHOCKEY, ERLEY & CO. | HUTCHINSON SHOCKEY ERLEY | HUNTINGTON SECURITIES, INC.

CRD#: 2261 / SEC#: , 8-5761

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


Main Address
41 South High St, Columbus, OH 43287
Mailing Address
41 South High St, Columbus, OH 43287
Phone number
(312) 443-1560
Established
Delaware since 02/08/1957
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (30 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
HUNTINGTON BANCSHARES INCORPORATEDDIRECT OWNER
BEEKMAN, TODD ANDREWDIRECTOR6291198
BORRELLI, MARK ROBERTGENERAL COUNSEL/SECRETARY6803711
COSTANZO, SAMANTHA ANNDIRECTOR4133695
DIBOWSKI, TERRAHEAD OF BROKERAGE OPERATIONS5468840
FITZSIMMONS, DAVID RAYMONDHEAD OF INSTITUTIONAL SALES & TRADING, DIRECTOR4245434
HERBERT, KATHERINE ELEANORCONTROLLER/FINOP6412263
HOHENSTEIN, THOMASCFO3123815
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISPRESIDENT6419334
SZWAGULAK, JOHN W IIICHIEF COMPLIANCE OFFICER4033023
WALTHER, KATHLEENDIRECTOR7858303

Disclosures


Regulatory Event8

Red Flags


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Company Information


HUNTINGTON SECURITIES, INC.

CRD#: 2261Charlotte, NC 28280

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