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Roanoke, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Columbia City | IN | 05/2016 | 11/2017 |
| Wilson Holding Llc Dba Wilson Financial Advisory Services | Columbia City | IN | 11/2017 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 11/2018 | Present |
1.WILSON HOLDINGS LLC dba WILSON FINANCIAL ADVISORY SERVICES, 107 N CHAUNCEY, COLUMBIA CITY, IN, AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 3/2018/ADVISORY REP OF A RIA 11/2017. INV REL - 51/WK - 35/TRADING. 2. Treasurer for Gaff for Council; Investment related: No; Location: 6110 W Old Trail Rd Larwill IN 46764; Start date: 2026-01-26; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-01 |
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