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1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-06-19 |
Branch Locations
1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp | Salt Lake City | UT | 05/1990 | 06/2018 |
| Wilson Wealth Management Inc | Salt Lake City | UT | 01/2008 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-20 |
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