Brandon Wilson

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Chick-Fil-A	Dallas	TX	12/2019	07/2021
The Church Of Jesus Christ Of Latter-Day Saints	Tacloban City		10/2015	10/2017
Collin College	Plano	TX	08/2012	05/2018
University Of Texas-Dallas	Richardson	TX	08/2018	12/2020
Fidelity Investments	Salt Lake City	UT	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2019 → 07/2021

Chick-Fil-A

Dallas, TX
10/2015 → 10/2017

The Church Of Jesus Christ Of Latter-Day Saints

Tacloban City
08/2012 → 05/2018

Collin College

Plano, TX
08/2018 → 12/2020

University Of Texas-Dallas

Richardson, TX
08/2021 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

2024-01-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-19
S63	Uniform Securities Agent State Law Examination	2022-02-15

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