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Taylor Wilson

Greenstone Wealth Management

Forest City, IA

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Current Employers
Greenstone Wealth Management

101 N Clark St, Forest City, IA 50436 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-10-21
  • IA RA
    APPROVED
    Since 2019-10-21

Branch Locations

101 N Clark St, Forest City, IA 50436 • 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
Edward Jones St Louis MO 10/2017 10/2019
Wells Fargo Des Moines IA 01/2013 10/2017
Greenstone Wealth Management Forest City IA 10/2019 Present
Previous Registrations
  • 2018-01-03 → 2019-10-23
    Edward Jones
    Forest City, IA
    Des Moines, IA
    St Louis, MO
    Forest City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2017-12-29
Designations

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · FOREST CITY, IA
ALPHABIT INVESTMENTS, LLC · FOREST CITY, IA
OASIS ADVISORS · FOREST CITY, IA
BISON WEALTH, LLC · Forest City, IA
LPL FINANCIAL LLC · FOREST CITY, IA
EDWARD JONES · GARNER, IA
INTELLICENTS INVESTMENT SOLUTIONS INC · Lake Mills, IA
CETERA INVESTMENT ADVISERS LLC · Britt, IA

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