Philip Scott Wilson

Current Employers

Employment History

• 07/1994 → Present
  Wilson Financial Group
  B'HAm, AL

Previous Registrations

• 1999-02-25 → 2018-02-02
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

WILSON FINANCIAL GROUP LLC. POSITION: Member NATURE: REAL ESTATE INVESTMENT RELATED: NO HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 08/01/2004. ADDRESS: 3154 LAPRADO CIRCLE, BIRMINGHAM AL 35209, VP of Sandy Shores Association of which the property is located DESCRIPTION: OWNERSHIP OF PERSONAL REAL ESTATE Insurance agent Board member for Elevate Community Church PHILIP S. WILSON - INSURANCE AGENT OFFERING AND/OR SELLING LIFE INSURANCE AND ANNUITIES. POSITION: Insurance Agent NATURE: Insurance Related RELATED: 20 SECURITIES TRADING HOURS STATE DATE: 06/1990 ADDRESS: 314 LAPRADO CIRCLE, BIRMINGHAM, AL 35209 DECRIPTION: Insurance agent, life, disability, index annuities ALABAMA HOME MORTGAGE POSITION: loan officer NATURE: mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 04/07/2017, ADDRESS: 2040 cherokee road, alex city AL 35010, United States. DESCRIPTION: origination, terminated Homeplace affiliation. Ended 12/31/23 CAROLINE WILSON TRUST POSITION: trustee NATURE: investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2014, ADDRESS: 314 Laprado Circle, Birmingham AL 35209, United States DESCRIPTION: trustee Sandy Shore VP ASSOCIATION POSITION: Vice president NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2017 Elevate Community Church: President: church: No of Hours 3 hours per month: start date 1/1/24. Philip Wilson uses the conference room at 1856 Lancaster Road for meetings, primarily if the meeting requires handicap facilities for the visitor

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-05-22