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Alexander Woodrow Wilson

Provident Financial Planning, LLC

Addison, TX

CRD 8216285

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Employer firm

Provident Financial Planning, LLC CRD 291830

$174M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Provident Financial Planning, Llc

15790 Dooley Road Suite 212, Addison, TX 75001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-12
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

15790 Dooley Road Suite 212, Addison, TX 75001 • 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
Plano Academy High School Plano TX 01/2015 01/2020
U.S. Navy Manama 08/2020 08/2025
Navy Federal Credit Union Allen TX 08/2025 10/2025
Provident Financial Planning Dallas TX 01/2026 Present
Unemployed Plano TX 01/2020 08/2020
  • 01/2015 → 01/2020
    Plano Academy High School
    Plano, TX
  • 08/2020 → 08/2025
    U.S. Navy
    Manama
  • 08/2025 → 10/2025
    Navy Federal Credit Union
    Allen, TX
  • 01/2026 → Present
    Provident Financial Planning
    Dallas, TX
  • 01/2020 → 08/2020
    Unemployed
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12

View on SEC IAPD

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