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Dawn Lynette Wilson

&Partners

Charlotte, NC

Clayton, MO

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-13
TX RA APPROVED 2025-03-13
  • NC RA
    APPROVED
    Since 2025-03-13
  • TX RA
    APPROVED
    Since 2025-03-13

Branch Locations

2820 Selwyn Ave. Suite 360, Charlotte, NC 28209 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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
Neuberger Berman Llc New York NY 04/2016 06/2023
Wells Fargo Clearing Services, Llc. Charlotte NC 06/2023 03/2025
&Partners Nashville TN 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-01
S63 Uniform Securities Agent State Law Examination 2019-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-10-01
  • S63 Uniform Securities Agent State Law Examination
    2019-08-13
Other Names
  • Dawn Lynette Murchison

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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