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Crystal Jewel Cox

Wealthspire Advisors

Madison, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-01-04
  • WI RA
    APPROVED
    Since 2021-01-04

Branch Locations

10 Terrace Court Suite 103, Madison, WI 53718 • 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
Wells Fargo Advisors, Llc Stoughton WI 10/2014 11/2016
Wells Fargo Clearing Services, Llc Stoughton WI 11/2016 04/2017
Wealthspire Capital, Llc Madison WI 04/2017 06/2020
Wealthspire Advisors Madison WI 04/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-26
  • S66 Uniform Combined State Law Examination
    2012-07-26
Designations
Other Names
  • Crystal Cox
  • Crystal Jewel Wipperfurth
  • Crystal Wipperfurth

View on SEC IAPD

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