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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED | 2025-12-03 |
| NC | RA | APPROVED | 2025-11-25 |
| TN | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Katy Isd | Katy | TX | 08/2015 | 12/2017 |
| Bolston Financial | Houston | TX | 12/2015 | 03/2019 |
| Cypress Isd | Houston | TX | 08/2017 | 01/2021 |
| Wilson Wealth Management Group, Llc | Charlotte | NC | 04/2019 | 04/2024 |
| University Of Houston Systems | Houston | TX | 08/2020 | 01/2024 |
| Fort Bend Isd | Missouri City | TX | 02/2022 | 11/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2024 | 11/2025 |
| Wilson Wealth Management Group, Llc | Charlotte | NC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-24 |
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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