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Dalton Paul Wilson

Ameriprise Financial Services, LLC

Fresno, CA

El Dorado Hills, CA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-23
CA RA APPROVED 2025-02-24
  • TX RA
    APPROVED
    Since 2025-05-23
  • CA RA
    APPROVED
    Since 2025-02-24

Branch Locations

5200 N Palm Ave Ste 110, Fresno, CA 93704-2225 • United States

El Dorado Hills, CA • 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
Starbucks Rocklin CA 04/2017 09/2017
Summit Estates Reno NV 10/2017 05/2018
Carlson & Work, Llc Reno NV 07/2018 01/2021
Capitol Wealth Management Sacramento CA 03/2021 12/2024
Unemployed Roseville CA 05/2015 04/2017
Woodbury Financial Services Inc Sacramento CA 06/2021 01/2024
Osaic Wealth, Inc. Sacramento CA 01/2024 12/2024
Ameriprise Financial Services, Llc Fresno CA 12/2024 Present
  • 04/2017 → 09/2017
    Starbucks
    Rocklin, CA
  • 10/2017 → 05/2018
    Summit Estates
    Reno, NV
  • 07/2018 → 01/2021
    Carlson & Work, Llc
    Reno, NV
  • 03/2021 → 12/2024
    Capitol Wealth Management
    Sacramento, CA
  • 05/2015 → 04/2017
    Unemployed
    Roseville, CA
  • 06/2021 → 01/2024
    Woodbury Financial Services Inc
    Sacramento, CA
  • 01/2024 → 12/2024
    Osaic Wealth, Inc.
    Sacramento, CA
  • 12/2024 → Present
    Ameriprise Financial Services, Llc
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-23
S63 Uniform Securities Agent State Law Examination 2022-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-23
  • S63 Uniform Securities Agent State Law Examination
    2022-06-05
Other Names
  • Dalton Wilson

View on SEC IAPD

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