Gregory Mark Wilson

Employer firm

G.m. Wilson, Private Wealth Management Group CRD 129692

$25.5M regulatory AUM 29 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

G.M. Wilson, Private Wealth Management Group

Fishers, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2005-01-27

IN RA
APPROVED

Since 2005-01-27

Branch Locations

Fishers, IN • 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

Organization	City	State	From	To
G.M. Wilson Private Wealth Management Group	Fishers	IN	02/2004	Present
Traderight Securities, Inc.	Fishers	IN	10/2004	Present

02/2004 → Present

G.M. Wilson Private Wealth Management Group

Fishers, IN
10/2004 → Present

Traderight Securities, Inc.

Fishers, IN

Previous Registrations

2001-09-04 → 2004-03-05

A. G. Edwards & Sons, Inc.

Indianapolis, IN

Other Businesses

SOLE PROPRIETOR G.M. WILSON PRIVATE WEALTH MANAGEMENT GROUP LOCATED AT 6315 HANNOVER COURT, FISHERS, IN 46038. I HAVE HELD THIS POSITION SINCE FEBRARY 2004. I DEVOTE APPROXIMATELY 30 HOURS PER WEEK TO THIS OTHER BUSINESS, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-05-29
S63	Uniform Securities Agent State Law Examination	1997-04-25

S65 Uniform Investment Adviser Law Examination

1997-05-29
S63 Uniform Securities Agent State Law Examination

1997-04-25

Other Names

Gregory Mark Wilson

View on SEC IAPD