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Mitzie Yvonne Wilson

Farther

San Francisco, CA

Atlanta, GA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-11
TX RA APPROVED_RES 2024-10-01
  • GA RA
    APPROVED
    Since 2024-10-11
  • TX RA
    APPROVED_RES
    Since 2024-10-01

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

Atlanta, GA • 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 Advisors Phoenix AZ 12/2014 06/2021
Merrill Lynch, Pierce, Fenner & Smith Inc. Atlanta GA 06/2021 09/2024
Farther Finance Advisors Atlanta GA 10/2024 Present
  • 12/2014 → 06/2021
    Wells Fargo Advisors
    Phoenix, AZ
  • 06/2021 → 09/2024
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Atlanta, GA
  • 10/2024 → Present
    Farther Finance Advisors
    Atlanta, GA
Previous Registrations
  • 2021-06-15 → 2024-09-13
    Atlanta, GA
  • 2014-12-01 → 2021-06-22
    Phoenix, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Cave Creek, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
  • 2012-10-01 → 2014-12-12
    North Las Vegas, NV
    North Las Vegas, NV
    North Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Glendale, AZ
    Glendale, AZ
    Glendale, AZ
  • 2010-05-19 → 2012-10-01
    Chase Investment Services Corp.
    Henderson, NV
    Henderson, NV
    North Las Vegas, NV
    North Las Vegas, NV
    North Las Vegas, NV
  • 2008-08-28 → 2008-11-11
    Waddell & Reed
    Las Vegas, NV
  • 2004-02-11 → 2005-05-09
    Wamu Investments, Inc.
    New York, NY
Other Businesses

Name of Business: Still Time Left Investment related: N Address of business: Atlanta, Georgia, 30326 Nature of business: Book Position, title, association: Author Start date of relationship: 12/1/2021 Number of hours devoted: 10-12 Number of hours devoted during trading hours: 0 Duties: Speaking and book signings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-26
S65 Uniform Investment Adviser Law Examination 2002-12-28
S63 Uniform Securities Agent State Law Examination 1993-11-12
  • S66 Uniform Combined State Law Examination
    2008-08-26
  • S65 Uniform Investment Adviser Law Examination
    2002-12-28
  • S63 Uniform Securities Agent State Law Examination
    1993-11-12
Designations
Other Names
  • Mitzie Yvonne Wilson
  • Mitzie Y Wilson
  • Mitzie Wilson
  • M Y Wilson
  • Yvonne Wilson
  • M Yvonne Wilson

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