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Robert Joseph Wilson

Wilson Insight

Philadelphia, PA

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Current Employers
Wilson Insight

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-17
  • PA RA
    APPROVED
    Since 2025-06-17

Branch Locations

Philadelphia, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson Insight Philadelphia PA 01/2014 Present
Previous Registrations
  • 2009-01-23 → 2012-03-29
    Blazer Investment Advisors, Llc
    Pittsburgh, PA
Other Businesses

ROBWILSONTV LLC - Media, public speaking, coaching (non investment related)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-07
S63 Uniform Securities Agent State Law Examination 2005-07-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-07
  • S63 Uniform Securities Agent State Law Examination
    2005-07-22

View on SEC IAPD

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