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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

WILLIE GUNTER GHOLSTON

Advisor at RE-ENVISION WEALTH

NEW YORK, NY

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Search this name across graphsid dfx:ria:5597ba0f-0724-7e78-dd72-6758d75d18ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 21, 2007 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: RE-ENVISION WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Designations: Chartered Financial Analyst
First registration: Jun 21, 2007
Dual registered: no
Other names: WILL GHOLSTON
IAPD individual key: 5350297

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
RE-ENVISION WEALTH	Independent wealth	Dec 6, 2023	n/a	yes	NEW YORK, NY	Current employment
MONEY SCRIPT WEALTH MANAGEMENT, PLLC	State registered	Oct 6, 2022	Aug 1, 2023	no	Raleigh, NC\|GRAND PRAIRIE, TX	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Aug 9, 2017	Oct 7, 2022	no	Raleigh, NC\|Raleigh, NC	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Jun 21, 2007	Oct 27, 2010	no	RALEIGH, NC	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
MONEY SCRIPT WEALTH MANAGEMENT, PLLC	RE-ENVISION WEALTH	Aug 1, 2023	Dec 6, 2023	127	Firm change	Other
FIRST CITIZENS ASSET MANAGEMENT, INC	MONEY SCRIPT WEALTH MANAGEMENT, PLLC	Oct 7, 2022	Oct 6, 2022	-1	Firm change	RIA to state RIA
BB&T ASSET MANAGEMENT, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	Oct 27, 2010	Aug 9, 2017	2,478	Firm change after gap	Other

Relationships

Registered with (4)

→ RE-ENVISION WEALTHRegistered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ MONEY SCRIPT WEALTH MANAGEMENT, PLLCRegistered adviserregistration: previous registration
Oct 6, 2022 to Aug 1, 2023factForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Aug 9, 2017 to Oct 7, 2022factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 21, 2007 to Oct 27, 2010factForm ADV

Dated events

Occurred
Aug 1, 2023
Advisor changed firm
Willie Gunter Gholston left Money Script Wealth Management, Pllc for Re-Envision Wealth (registered 2023-12-06)
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
Advisor changed firm
Willie Gunter Gholston left First Citizens Asset Management, Inc for Money Script Wealth Management, Pllc (registered 2022-10-06)
Form ADVobserved 6 days ago