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Bret Allen Wilson

Wilson Investment Services

Rockwall, TX

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Current Employers
Wilson Investment Services

Rockwall, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-06-24
  • TX RA
    APPROVED
    Since 2014-06-24

Branch Locations

Rockwall, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson Investment Services, Llc Rockwall TX 04/2014 Present
  • 04/2014 → Present
    Wilson Investment Services, Llc
    Rockwall, TX
Previous Registrations
  • 2005-06-06 → 2014-04-05
    Leo Brokerage, Llc
    Heath, TX
    Rockwall, TX
    Rockwall, TX
    Rockwall, TX
    Hurst, TX
    Rockwall, TX
  • 2004-06-16 → 2005-06-06
    Lpl Financial Llc
    Rockwall, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-15
S63 Uniform Securities Agent State Law Examination 1999-09-13
  • S65 Uniform Investment Adviser Law Examination
    2004-06-15
  • S63 Uniform Securities Agent State Law Examination
    1999-09-13
Other Names
  • Bret A Wilson

View on SEC IAPD

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