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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-23 |
| GA | RA | APPROVED | 2019-07-08 |
| TX | RA | APPROVED | 2019-05-14 |
| NC | RA | APPROVED | 2019-04-18 |
| SC | RA | APPROVED | 2007-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilson Wealth Management Group, Llc | Charlotte | NC | 08/2004 | Present |
Life, long term care, and disability insurance sales, the business id done under the current investment advisor: Wilson Wealth. It's investment related 6/2026 to present Owner, Urban Legacy Institute, LLC DBA Urban Legacy Day - 15720 Brixham Hill Ave, STE 300, Charlotte, NC 28277This is an event business that provides estate planning coordination and financial literacy workshops around estate planning. It is not Investment related. 40 hours/month, 1 hour during trading. Advise executive team on choosing advisors to present at estate planning workshops, final say on marketing, events, and spending.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-04 |
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