Best Investors Account Sign in
Current Employers
Wilson Wealth Management Group, L. L. C.

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • TN RA
    APPROVED
    Since 2021-07-23
  • GA RA
    APPROVED
    Since 2019-07-08
  • TX RA
    APPROVED
    Since 2019-05-14
  • NC RA
    APPROVED
    Since 2019-04-18
  • SC RA
    APPROVED
    Since 2007-04-12

Branch Locations

Charlotte, NC • United States

Charlotte, NC • 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
Wilson Wealth Management Group, Llc Charlotte NC 08/2004 Present
  • 08/2004 → Present
    Wilson Wealth Management Group, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-04
  • S66 Uniform Combined State Law Examination
    2004-03-04

View on SEC IAPD

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor