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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-14
  • NC RA
    APPROVED
    Since 2025-07-14

Branch Locations

54 N Mitchell Ave, Bakersville, NC 28705 • United States

291 E U.S. 19E, Burnsville, NC 28714 • United States

10 Park Pl E, Brevard, NC 28712-4362 • United States

165 N Main St, Waynesville, NC 28786 • United States

2520 Chimney Rock Rd., Hendersonville, NC 28792 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Hancock Bank Mobile AL 04/2012 11/2019
Hancock Investment Services, Inc. Mobile AL 04/2012 11/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 11/2019 07/2025
Bank Of America, N.A Mobile AL 12/2019 07/2025
Lpl Financial Llc Burnsville NC 07/2025 Present
United Community Bank Burnsville NC 07/2025 Present
  • 04/2012 → 11/2019
    Hancock Bank
    Mobile, AL
  • 04/2012 → 11/2019
    Hancock Investment Services, Inc.
    Mobile, AL
  • 11/2019 → 07/2025
    Mobile, AL
  • 12/2019 → 07/2025
    Bank Of America, N.A
    Mobile, AL
  • 07/2025 → Present
    Burnsville, NC
  • 07/2025 → Present
    United Community Bank
    Burnsville, NC
Previous Registrations
Other Businesses

1- 07/2025 / United Community Advisors / DBA for LPL Business (entity for LPL business) / Investment Rltd / at reported business location(s) 2- 07/2025 / Wilson Real estate LLC / Owner/Business Entity For Tax/Investment Purposes Only / Non Investment Rltd / 5 hrs mnth / start 07/01/2015 3- 07/2025 / Southern Spoon Inc. / Business Owner / Non Investment Rltd / 10 hrs mnth / start 02/01/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-19
S63 Uniform Securities Agent State Law Examination 2004-10-04
  • S66 Uniform Combined State Law Examination
    2009-11-19
  • S63 Uniform Securities Agent State Law Examination
    2004-10-04
Other Names
  • David Mcdonald Wilson
  • David M Wilson

View on SEC IAPD

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