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Nicholas Michael Wilson

Captrust

Greensburg, PA

Pittsburgh, PA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-19
TX RA APPROVED 2021-01-19
  • PA RA
    APPROVED
    Since 2021-01-19
  • TX RA
    APPROVED
    Since 2021-01-19

Branch Locations

542 Rugh Street Suite 1000, Greensburg, PA 15601 • United States

437 Grant Street, Suite 450, Pittsburgh, PA 15219 • 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
Gwfs Equities, Inc./Great-West Life & Annuity Ins Co Harrison City PA 10/2008 10/2016
Pwa Securities, Inc. Pittsburgh PA 11/2016 01/2021
Pwa Wealth Management Pittsburgh PA 11/2016 01/2021
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2021 Present
  • 10/2008 → 10/2016
    Gwfs Equities, Inc./Great-West Life & Annuity Ins Co
    Harrison City, PA
  • 11/2016 → 01/2021
    Pwa Securities, Inc.
    Pittsburgh, PA
  • 11/2016 → 01/2021
    Pwa Wealth Management
    Pittsburgh, PA
  • 01/2021 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2018-06-19 → 2021-03-31
    Pwa Wealth Management
    Greensburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-02
S63 Uniform Securities Agent State Law Examination 2009-04-07
  • S66 Uniform Combined State Law Examination
    2017-09-02
  • S63 Uniform Securities Agent State Law Examination
    2009-04-07
Other Names
  • Nicholas M Wilson

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
CITIZENS SECURITIES, INC.
EDWARD JONES

Other Investors

Michael Fetterolf
Anita Buerkle
SHANNON MAI SPISAK
SUZANNE JEAN KERLIN WARD
ARNOLD MATHEW TOTTER
MARK JOSEPH VULCAN
KELLY LYNN PERRY
Donna Marie Bailey

Other Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GREENSBURG, PA
OSAIC INSTITUTIONS, INC. · Greensburg, PA
ELLE INVESTMENT GROUP LLC · GREENSBURG, PA
PFS INVESTMENTS INC. · GREENSBURG, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Greensburg, PA
THRIVENT INVESTMENT MANAGEMENT INC. · GREEENSBURG, PA
CITIZENS SECURITIES, INC. · GREENSBURG, PA
EDWARD JONES · GREENSBURG, PA

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