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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)36 years in industry

ELIZABETH LEE WILSON

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

Dallas, TX | Brentwood, TN

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Search this name across graphsid dfx:ria:333d6457-57a8-9c80-2df3-2fba26e0a680

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 16, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROCKEFELLER CAPITAL MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 15, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 15, 1989
First registration: Jul 16, 1998
Dual registered: yes, broker-dealer
Other names: ELIZABETH LEE WILSON|LIZ WILSON BELT|LIZ WILSON|ELIZABETH LEE WILSON BELT|ELIZABETH WILSON BELT|ELIZABETH LEE WILSON|ELIZABETH WILSON ALLBRITTON|Elizabeth Allbritton
IAPD individual key: 2005198

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Dec 3, 2021	n/a	yes	Brentwood, TN\|Dallas, TX	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Dec 4, 2021	no	ATLANTA, GA\|NASHVILLE, TN	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Aug 14, 2018	Feb 17, 2021	no	NASHVILLE, TN\|RICHMOND, VA	Previous registration
MONARCH ADVISORY GROUP	n/a	Aug 24, 2017	Dec 31, 2018	no	Franklin, TN\|Nashville, TN	Previous registration
WESTERN WEALTH MANAGEMENT LLC	Independent wealth	Jun 22, 2016	Jul 19, 2017	no	FRANKLIN, TN	Previous registration
WESTERN WEALTH MANAGEMENT LLC	Former SEC adviser	Sep 30, 2014	Jun 22, 2016	no	FRANKLIN, TN	Previous registration
MONARCH ADVISORY GROUP	n/a	Dec 5, 2005	Mar 26, 2015	no	FRANKLIN, TN	Previous registration
EMERALD SPECTRUM ADVISORY, INC.	n/a	Mar 2, 2004	Nov 30, 2005	no	BRENTWOOD, TN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 16, 1998	Aug 27, 2018	no	BRENTWOOD, TN\|FRANKLIN, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	ROCKEFELLER CAPITAL MANAGEMENT	Dec 4, 2021	Dec 3, 2021	-1	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
MONARCH ADVISORY GROUP	BB&T SECURITIES, LLC	Dec 31, 2018	Aug 14, 2018	-139	Firm change after gap	Other
LPL FINANCIAL LLC	EMERALD SPECTRUM ADVISORY, INC.	Aug 27, 2018	Mar 2, 2004	-5,291	Firm change after gap	Other
WESTERN WEALTH MANAGEMENT LLC	MONARCH ADVISORY GROUP	Jul 19, 2017	Aug 24, 2017	36	Firm change	Other
WESTERN WEALTH MANAGEMENT LLC	WESTERN WEALTH MANAGEMENT LLC	Jun 22, 2016	Jun 22, 2016	0	Bulk transfer	Other
MONARCH ADVISORY GROUP	WESTERN WEALTH MANAGEMENT LLC	Mar 26, 2015	Sep 30, 2014	-177	Firm change after gap	Other
EMERALD SPECTRUM ADVISORY, INC.	MONARCH ADVISORY GROUP	Nov 30, 2005	Dec 5, 2005	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283545:289057:TN:2017-07-19	Jul 19, 2017	Aug 24, 2017	FRANKLIN, TN	Firm change
138228:167344:TN:2015-03-26	Mar 26, 2015	Sep 30, 2014	FRANKLIN, TN	Firm change after gap

Relationships

Registered with (8)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Dec 3, 2021 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Dec 4, 2021factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 14, 2018 to Feb 17, 2021factForm ADV
→ MONARCH ADVISORY GROUPRegistered adviserregistration: previous registration
Aug 24, 2017 to Dec 31, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 16, 1998 to Aug 27, 2018factForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 22, 2016 to Jul 19, 2017factForm ADV
→ WESTERN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 30, 2014 to Jun 22, 2016factForm ADV
→ EMERALD SPECTRUM ADVISORY, INC.Registered adviserregistration: previous registration
Mar 2, 2004 to Nov 30, 2005factForm ADV

Dated events

No dated event names this entity yet.