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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-14 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Charlotte | NC | 05/2014 | 03/2017 |
| Mml Investors Services, Llc | Charlotte | NC | 03/2017 | 12/2023 |
| Massmutual Life Insurance Company | Charlotte | NC | 07/2016 | 12/2023 |
| Wilson Wealth Management Group, Llc | Charlotte | NC | 02/2024 | Present |
(1) NAME: BRIAN WILLIS INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REAL ESTATE POSITION: AGENT START: 9/2/2009 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 1. (2) NAME: BRIAN WILLIS INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: DRONES - VIDEO/PICTURES POSITION: OWNERSHIP START: 9/10/2019 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1. (3) NAME: BRIAN WILLIS INV REL: Y ADDR: 4350 CONGRESS ST, CHARLOTTE, NC 28209 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, DI POSITION: AGENT START: 9/2/2015 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (4) NAME: BRIAN WILLIS INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: BUSINESS REFERRALS POSITION: CEO START: 8/15/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-16 |
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