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BMSS WESSON WEALTH SOLUTIONS, LLC, CRD 282792
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK ALAN WESSON | Certified Financial Planner | BIRMINGHAM, AL | 9 | 29 | 3 | no |
| FELIX MARCUS TANKERSLEY | Certified Financial Planner | BIRMINGHAM, AL | 8 | 26 | 3 | no |
| Jonathan Luke Brooks | Certified Financial Planner|Chartered Financial Consultant | Birmingham, AL | 1 | 13 | 1 | no |
| David Andrew Hinshaw | Certified Financial Planner | BIRMINGHAM, AL | Huntsville, AL | 1 | 11 | 1 | no |
| Matthew Thomas Heard | n/a | Birmingham, AL | 1 | 12 | n/a | no |
| John David Imbusch | n/a | Birmingham, AL | 1 | 11 | n/a | no |
| Abigail Waddell | Certified Financial Planner | California, MD | 1 | 11 | n/a | no |
| DUDLEY LEE SIMMS | Certified Financial Planner|Chartered Financial Analyst | Birmingham, AL | 1 | 27 | 6 | no |
| Perrin Mark Jones | n/a | Birmingham, AL | 0 | 12 | 2 | no |
| Kaylan Blake Adams | n/a | Huntsville, AL | BIRMINGHAM, AL | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BMSS, LLC | MEMBER; MANAGER | E | yes | 01/2016 | May 19, 2020 | Oct 29, 2024 |
| Garrison, Brian, Scott | MEMBER OF MANAGING COMMITTEE | F | yes | 01/2019 | Mar 11, 2022 | Oct 29, 2024 |
| HALL, JONATHAN, NATHANIEL | MEMBER OF MANAGING COMMITTEE | F | yes | 01/2022 | Mar 11, 2022 | Oct 29, 2024 |
| Hindsman, Michael, Todd | MEMBER OF MANAGING COMMITTEE | F | yes | 07/2018 | Mar 11, 2022 | Oct 29, 2024 |
| Murphy, Donald, Wayne | MEMBER OF MANAGING COMMITTEE | F | yes | 01/2013 | May 19, 2020 | Oct 29, 2024 |
| Shank, John, Paul | MEMBER OF MANAGING COMMITTEE | F | yes | 01/2013 | May 19, 2020 | Oct 29, 2024 |
| WESSON, MARK, ALAN | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | May 19, 2020 | Oct 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS, LLC | n/a | Independent wealth | $5.1B | N | yes | n/a |
| BMSS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| BRIAN SCOTT GARRISON | n/a | n/a | n/a | Y | yes | n/a |
| DONALD W. MURPHY, JR. | n/a | n/a | n/a | Y | yes | n/a |
| JOHN P. SHANK | n/a | n/a | n/a | Y | yes | n/a |
| JONATHAN HALL | n/a | n/a | n/a | Y | yes | n/a |
| MICHAEL TODD HINDSMAN | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Birmingham | Al | United States | 6 | no |
| Birmingham | Al | United States | 6 | no |
| Gadsden | Al | United States | 1 | no |
| Huntsville | Al | United States | 1 | no |
| Ridgeland | Ms | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $704M | $686M | 11 | 6 | 6 | n/a | n/a |
| 2023 | Mar 13, 2024 | $493M | $482M | 7 | 6 | 2 | n/a | n/a |
| 2022 | Mar 13, 2023 | $405M | $396M | 9 | 7 | 2 | n/a | n/a |
| 2021 | Mar 11, 2022 | $279M | $274M | 6 | 5 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $189M | $187M | 5 | 4 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 5 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $704M | n/a | n/a | $405M | 20.2% | 11 | n/a | 6 | n/a |