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Registered advisor
A••••• P• W•••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Andy Wilson
At current firm
5 y
since Aug 5, 2021
In the industry
32 y
since Jan 31, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated currentsince Aug 5, 2021 · Plymouth, Mn
- L••••••••• W••••• M••••••••• formerAug 28, 2006 to Jul 23, 2021 · New Market, Md
- S•• I••••••••• I••• formerMay 19, 2003 to Oct 9, 2012 · New Market, Md
- L••••••••• W••••• M••••••••• formerMar 24, 2000 to Aug 13, 2004 · Frederick, Md
- F•• S••••••••• C••••••••• formerJan 31, 1994 to May 3, 2003 · Frederick, Md
Moves
a registration end followed by a registration begin elsewhere
- L••••••••• W••••• M••••••••• to W••••• E••••••••• A••••••• S•••••••• L••left Jul 23, 2021, registered Aug 5, 2021 (13 days) · RIA to affiliated broker-dealer or bank · moved with a team
- S•• I••••••••• I••• to L••••••••• W••••• M•••••••••left Oct 9, 2012, registered Aug 28, 2006 (-2234 days) · Other
- L••••••••• W••••• M••••••••• to S•• I••••••••• I•••left Aug 13, 2004, registered May 19, 2003 (-452 days) · Other
- F•• S••••••••• C••••••••• to L••••••••• W••••• M•••••••••left May 3, 2003, registered Mar 24, 2000 (-1135 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address