Daniel William Wilson

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APP_PEND_IARCE	2026-01-01

Branch Locations

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

Organization	City	State	From	To
Cedarpoint Investment Advisors	Wauwatosa	WI	08/2009	01/2021
Raymond James Financial Services, Inc	Delafield	WI	01/2021	02/2022
Midlamd States Bank	Delafield	WI	01/2021	02/2022
Raymond James Financial Services Advisors, Inc	Delafield	WI	01/2021	02/2022
Johnson Wealth Inc	Madison	WI	03/2022	03/2025
Johnson Bank	Madison	WI	03/2022	03/2025
Annex Wealth Management, Llc	Brookfield	WI	03/2025	09/2025
Aprio Wealth Management, Llc	Atlanta	GA	10/2025	Present

08/2009 → 01/2021

Cedarpoint Investment Advisors

Wauwatosa, WI
01/2021 → 02/2022

Raymond James Financial Services, Inc

Delafield, WI
01/2021 → 02/2022

Midlamd States Bank

Delafield, WI
01/2021 → 02/2022

Raymond James Financial Services Advisors, Inc

Delafield, WI
03/2022 → 03/2025

Johnson Wealth Inc

Madison, WI
03/2022 → 03/2025

Johnson Bank

Madison, WI
03/2025 → 09/2025

Annex Wealth Management, Llc

Brookfield, WI
10/2025 → Present

Aprio Wealth Management, Llc

Atlanta, GA

2025-04-03 → 2025-09-26

Annex Wealth Management, Llc

Brookfield, WI
2022-03-23 → 2025-03-11

Johnson Wealth Inc.

Madison, WI
2021-02-16 → 2022-03-14

Raymond James Financial Services Advisors, Inc

Effingham, IL
2009-08-21 → 2021-03-10

Midland Financial Advisors, Inc.

Delafield, WI
2008-02-15 → 2009-09-15

Voyager Capital Management, Llc

Lake Geneva, WI
2006-09-27 → 2008-02-21

J.P. Morgan Securities Inc.

Madison, WI
2002-02-14 → 2006-09-27

Banc One Securities Corporation

Milwaukee, WI

Milwaukee, WI

Chicago, IL

Madison, WI

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-02-25
S65	Uniform Investment Adviser Law Examination	1996-12-20