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12419 Lewis Street #202, Garden Grove, CA 92840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-03 |
Branch Locations
12419 Lewis Street #202, Garden Grove, CA 92840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 02/2014 | 09/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2014 | 09/2017 |
| Wilson Financial Advisors | Garden Grove | CA | 02/2014 | Present |
| Dennis W Wilson Insurance Agency Inc | Garden Grove | CA | 02/2014 | Present |
| Wilson Financial Advisors, Llc | Garden Grove | CA | 04/2018 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *WILSON FINANCIAL ADVISORS; SAME AS BRANCH; INV REL; MARKETING/TRAINING ORGANIZATION; CHIEF OPERATING OFFICER; START DATE = 02/2014; HRS/MO = 240; TRADING HRS/MO = 120; OPERATING, RECRUITING, TRAINING; *DENNIS W WILSON INSURANCE AGENCY INC; 12419 LEWIS ST STE 101, GARDEN GROVE CA 92840; INV REL; FIXED INSURANCE AGENCY; INSURANCE AGENT; START DATE = 02/2014; HRS/MO = 135; TRADING HRS/MO = 80; INSURANCE SALES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-04 |
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