Byron Keith Wilson

Employer firm

The Millstone Evans Group, LLC CRD 311142

$893M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars
• BLOGS AND PODCASTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2020
  Jackson National Life Distributors Llc
  Denver, CO
• 07/2020 → 04/2022
  Robinhood Financial
  Denver, CO
• 05/2022 → 01/2025
  Vanguard Marketing Corp.
  Scottsdale, AZ
• 05/2020 → 07/2020
  Unemployed
  Nolensville, TN
• 01/2025 → Present
  The Millstone Evans Group, Llc
  Boulder, CO

Previous Registrations

• 2015-04-30 → 2016-03-30
  Curian Capital, Llc
  Denver, CO
• 2011-07-08 → 2015-04-15
  Salient Capital Advisors, Llc
  Houston, TX
• 2006-02-16 → 2011-07-12
  Voya Financial Partners, Llc
  Houston, TX
  Windsor, CT
  Houston, TX
  Windsor, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-25
• S66 Uniform Combined State Law Examination
  1999-11-16

Other Names

• Byron Keith Wilson
• Byron Wilson
• Byron K Wilson