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Gregory Wayne Wilson

323 Wealth Management, LLC

Flower Mound, TX

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Current Employers
323 Wealth Management, Llc

2201 Spinks Road, Suite 271, Flower Mound, TX 75022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-12
  • TX RA
    APPROVED
    Since 2020-03-12

Branch Locations

2201 Spinks Road, Suite 271, Flower Mound, TX 75022 • 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
Charles Schwab & Co., Inc. Dallas TX 10/2009 01/2020
Charles Schwab Bank Dallas TX 10/2009 01/2020
323 Wealth Management, Llc Flower Mound TX 02/2020 Present
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, FLOWER MOUND, TEXAS, INSURANCE SALES, 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-16
S63 Uniform Securities Agent State Law Examination 2004-10-21
  • S66 Uniform Combined State Law Examination
    2005-12-16
  • S63 Uniform Securities Agent State Law Examination
    2004-10-21
Designations
Other Names
  • Greg Wilson
  • Greg Wayne Wilson

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
EDWARD JONES · Flower Mound, TX
LPL FINANCIAL LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
TRUADVISORS · Flower Mound, TX
EQUITABLE ADVISORS, LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX

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