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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard J. Wilson, Cpa | Athens | TX | 02/1982 | Present |
| 1St Global Capital Corp. | Athens | TX | 12/1996 | 10/2019 |
| 1St Global Advisors, Inc | Athens | TX | 01/1998 | 10/2019 |
| Wilson Money Management, Inc | Athens | TX | 01/2000 | 06/2020 |
| Avantax Insurance Services | Athens | TX | 06/2007 | 06/2020 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 06/2020 |
| Avantax Investment Services, Inc. | Athens | TX | 10/2019 | 06/2020 |
| Lpl Financial, Llc | Athens | TX | 06/2020 | Present |
1) 1/2000 - DBA for LPL Business (entity for LPL business) - WILSON MONEY MANAGEMENT - Investment Related - 629 S. PALESTINE STREET ATHENS, TX 75751 2) 5/2002 - Real Estate Rental - Investment Related - 629 S. PALESTINE STREET ATHENS, TX 75751 3) 6/15/2021 - RICHARD J. Wilson , P.C. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 01/07/1999 - 30 Hours Per Month/1 Hour During Securities Trading - Tax prep/ CPA business. 4) 03/12/2026-Southern Pines Wealth Management-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/11/2026-120hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-02 |
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