DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner29 years in industry

MARK ALAN WESSON

Advisor at BMSS WESSON WEALTH SOLUTIONS

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6418544-98ae-b431-a167-7db0bfb2a305

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Sep 6, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mark Alan Wesson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: BMSS WESSON WEALTH SOLUTIONS
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: May 23, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: May 23, 1997
First registration: Sep 6, 2007
Dual registered: no
IAPD individual key: 2870801

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
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	May 8, 2017	n/a	yes	BIRMINGHAM, AL	Current employment
BMSS WESSON WEALTH SOLUTIONS	Independent wealth	Jan 3, 2017	n/a	yes	BIRMINGHAM, AL	Current employment
BMSS WESSON WEALTH SOLUTIONS	Independent wealth	Apr 12, 2016	Dec 31, 2016	no	BIRMINGHAM, AL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 26, 2013	Nov 25, 2015	no	BIRMINGHAM, AL\|BIRMINGHAM, AL\|SARASOTA, FL\|RAINBOW CITY, AL\|HARTSELLE, AL\|HUNTSVILLE, AL\|CLEVELAND, AL\|BLOUNTSVILLE, AL\|TALLAHASSEE, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 6, 2007	Oct 5, 2011	no	CHARLOTTE, NC\|BIRMINGHAM, AL\|BIRMINGHAM, AL	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
LPL FINANCIAL LLC	BMSS WESSON WEALTH SOLUTIONS	Nov 25, 2015	Apr 12, 2016	139	Firm change	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Oct 5, 2011	Sep 26, 2013	722	Firm change after gap	Other

Relationships

Registered with (4)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
May 8, 2017 to presentfactForm ADV
→ BMSS WESSON WEALTH SOLUTIONSRegistered adviserregistration: previous registration
Apr 12, 2016 to Dec 31, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 26, 2013 to Nov 25, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 6, 2007 to Oct 5, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6418544-98ae-b431-a167-7db0bfb2a305
First observed: Sep 6, 2007
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARK ALAN WESSON

Advisor at BMSS WESSON WEALTH SOLUTIONS

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6418544-98ae-b431-a167-7db0bfb2a305

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EVERSOURCE WEALTH ADVISORS, LLC

Independent wealth

May 8, 2017

n/a

yes

BIRMINGHAM, AL

Current employment

BMSS WESSON WEALTH SOLUTIONS

Independent wealth

Jan 3, 2017

n/a

yes

BIRMINGHAM, AL

Current employment

BMSS WESSON WEALTH SOLUTIONS

Independent wealth

Apr 12, 2016

Dec 31, 2016

BIRMINGHAM, AL

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Sep 26, 2013

Nov 25, 2015

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Sep 6, 2007

Oct 5, 2011

CHARLOTTE, NC|BIRMINGHAM, AL|BIRMINGHAM, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

BMSS WESSON WEALTH SOLUTIONS

Nov 25, 2015

Apr 12, 2016

139

Firm change

Other

WELLS FARGO ADVISORS

LPL FINANCIAL LLC

Oct 5, 2011

Sep 26, 2013

722

Firm change after gap

Other