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Advisor at WILSON WEALTH MANAGEMENT GROUP, L. L. C.
Charlotte, NC | CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WILSON WEALTH MANAGEMENT GROUP, L. L. C. | State registered | Apr 12, 2007 | n/a | yes | CHARLOTTE, NC|Charlotte, NC | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 5, 2004 | Apr 30, 2004 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | WILSON WEALTH MANAGEMENT GROUP, L. L. C. | Apr 30, 2004 | Apr 12, 2007 | 1,077 | Firm change after gap | Ibd to state RIA |