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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

MAXIMILIAN WILSON

Advisor at STATE FARM INVESTMENT MANAGEMENT CORP.

Haddonfield, NJ

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Search this name across graphsid dfx:ria:657155dd-fbfc-d9e9-c77c-9ad75bf38095

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 16, 2010 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: STATE FARM INVESTMENT MANAGEMENT CORP.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Apr 6, 2015
First registration: Nov 16, 2010
Dual registered: yes, broker-dealer
Other names: MAXIMILIAN D. WILSON|MAXIMILIAN D WILSON|Max Wilson
IAPD individual key: 5763579

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
STATE FARM INVESTMENT MANAGEMENT CORP.	Asset manager	Apr 3, 2025	n/a	yes	Haddonfield, NJ	Current employment
WEALTH MANAGEMENT ASSOCIATES, INC.	Independent wealth	Jun 23, 2023	Mar 14, 2025	no	Haddenfield, NJ\|CHERRY HILL, NJ	Previous registration
HADDONFIELD FINANCIAL PLANNING LLC	Independent wealth	Oct 19, 2020	May 17, 2023	no	HADDONFIELD, NJ	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 12, 2019	Jul 15, 2020	no	Philadelphia, PA\|Camden, NJ\|Cinnaminson Township, NJ\|Marlton, NJ	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Apr 1, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 8, 2015	Jul 13, 2018	no	PHILADELPHIA, PA\|MARLTON, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Nov 16, 2010	Jun 27, 2011	no	VINELAND, NJ	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
WEALTH MANAGEMENT ASSOCIATES, INC.	STATE FARM INVESTMENT MANAGEMENT CORP.	Mar 14, 2025	Apr 3, 2025	20	Firm change	Other
HADDONFIELD FINANCIAL PLANNING LLC	WEALTH MANAGEMENT ASSOCIATES, INC.	May 17, 2023	Jun 23, 2023	37	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	HADDONFIELD FINANCIAL PLANNING LLC	Jul 15, 2020	Oct 19, 2020	96	Firm change	Wirehouse to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	J.P. MORGAN SECURITIES LLC	Apr 1, 2019	Apr 12, 2019	11	Firm change	Ibd to wirehouse
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MORGAN STANLEY	STRATEGIC ADVISERS LLC	Jun 27, 2011	May 8, 2015	1,411	Firm change after gap	Wirehouse to ibd

Team moves

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

Team	Left	Joined	From	Kind
288590:79:MA:2019-03-15	Apr 1, 2019	Apr 12, 2019	BOSTON, MA	Firm change

Relationships

Registered with (7)

→ STATE FARM INVESTMENT MANAGEMENT CORP.Registered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ WEALTH MANAGEMENT ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 23, 2023 to Mar 14, 2025factForm ADV
→ HADDONFIELD FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Oct 19, 2020 to May 17, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 12, 2019 to Jul 15, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Apr 1, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 8, 2015 to Jul 13, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 16, 2010 to Jun 27, 2011factForm ADV

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
Maximilian Wilson left Wealth Management Associates, Inc. for State Farm Investment Management Corp. (registered 2025-04-03)
Form ADVobserved 3 days ago
Occurred
May 17, 2023
Advisor changed firm
Maximilian Wilson left Haddonfield Financial Planning Llc for Wealth Management Associates, Inc. (registered 2023-06-23)
Form ADVobserved 3 days ago