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Current Employers
Wilson Wealth Management, Inc.

1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-06-19
  • UT RA
    APPROVED
    Since 2018-06-19

Branch Locations

1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106 • 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
Linsco/Private Ledger Corp Salt Lake City UT 05/1990 06/2018
Wilson Wealth Management Inc Salt Lake City UT 01/2008 Present
Previous Registrations
  • 1992-01-13 → 2018-06-18
    Salt Lake City, UT
  • 1992-02-25 → 2009-07-22
    Wilson Wealth Management, Inc.
    Salt Lake City, UT
Other Businesses

(1) 09/11/2000: WILSON LAW OFFICES - Legal Services - NOT INV REL - At Reported Business Location(s) - LEGAL PRACTICE - 50% Time Spent (2) 05/11/1995: WILSON-DEVEREAUX, L.C. - REAL ESTATE OWNERSHIP & MANAGEMENT - INV REL - At Reported Business Location(s) - 1/2 Hr/Mo; 0 Hours During Securities Trading (3) 05/10/2011: ALL SEASONS RETREAT, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent (4) 05/16/2011: TMC FOOTHILL, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent (5) 03/09/2015: OakRidge Properties LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 11/01/2014 - 1/2 Hr/Mo; 0 Hours During Securities Trading (6) 07/28/2016: 9SQUARED LC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 07/01/2016 - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - 1/2 Hr/Mo; 0 Hours During Securities Trading (7)INDEPENDENT INSURANCE AGENT - ACCIDENT AND HEALTH, LIFE SINCE 2002 - INV REL - 0 HOURS/MO; 0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-22
S63 Uniform Securities Agent State Law Examination 1983-09-20
  • S65 Uniform Investment Adviser Law Examination
    1992-04-22
  • S63 Uniform Securities Agent State Law Examination
    1983-09-20
Designations

View on SEC IAPD

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