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George Jerome Wilson

Principal Advised Services

Des Moines, IA

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-05-17
NC RA APPROVED 2023-12-01
  • IA RA
    APPROVED
    Since 2024-05-17
  • NC RA
    APPROVED
    Since 2023-12-01

Branch Locations

655 9Th Street, Des Moines, IA 50309 • 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 Clearing Services Charlotte NC 04/2018 08/2019
Wells Fargo Clearing Services Charlotte NC 08/2019 04/2021
Earth Fare Charlotte NC 05/2011 02/2017
Harris Teeter, Inc. Charlotte NC 04/2017 04/2018
Pearlz Oyster Bar Charlotte NC 03/2017 04/2017
Principal Securities Inc Charlotte NC 04/2021 Present
Principal Life Insurance Company Charlotte NC 04/2021 Present
Principal Advised Services Charlote NC 05/2024 Present
  • 04/2018 → 08/2019
    Wells Fargo Clearing Services
    Charlotte, NC
  • 08/2019 → 04/2021
    Wells Fargo Clearing Services
    Charlotte, NC
  • 05/2011 → 02/2017
    Earth Fare
    Charlotte, NC
  • 04/2017 → 04/2018
    Harris Teeter, Inc.
    Charlotte, NC
  • 03/2017 → 04/2017
    Pearlz Oyster Bar
    Charlotte, NC
  • 04/2021 → Present
    Principal Securities Inc
    Charlotte, NC
  • 04/2021 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 05/2024 → Present
    Principal Advised Services
    Charlote, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
S63 Uniform Securities Agent State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2023-11-17
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
Other Names
  • George Wilson

View on SEC IAPD

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