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Donald Winfred Wilson

Pandowealth. LLC

Tucker, GA

Peachtree City, GA

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Current Employers
Pandowealth. Llc

Peachtree City, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-03
  • GA RA
    APPROVED
    Since 2024-06-03

Branch Locations

Tucker, GA • United States

Peachtree City, GA • 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
Brightworth, Llc Atlanta GA 01/2014 10/2022
Cipw Service Company, Llc Toronto 01/2022 03/2023
Ci Brightworth Private Wealth Atlanta GA 10/2022 03/2023
Pandowealth. Llc Peachtree GA 04/2024 Present
Unemployed Tucker GA 04/2023 03/2024
  • 01/2014 → 10/2022
    Brightworth, Llc
    Atlanta, GA
  • 01/2022 → 03/2023
    Cipw Service Company, Llc
    Toronto
  • 10/2022 → 03/2023
    Ci Brightworth Private Wealth
    Atlanta, GA
  • 04/2024 → Present
    Pandowealth. Llc
    Peachtree, GA
  • 04/2023 → 03/2024
    Unemployed
    Tucker, GA
Previous Registrations
  • 2022-11-28 → 2023-04-20
    Corient
    Atlanta, GA
  • 2003-04-28 → 2023-03-31
    Ci Brightworth Private Wealth
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-09
  • S65 Uniform Investment Adviser Law Examination
    2005-09-09
Designations
Other Names
  • Donald Winfred Wilson
  • Don Wilson

View on SEC IAPD

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