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Current Employers
Wilson Wealth Management Group, L. L. C.

Charlotte, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-08-26
NC RA APPROVED 2024-08-23
  • TN RA
    APPROVED
    Since 2024-08-26
  • NC RA
    APPROVED
    Since 2024-08-23

Branch Locations

Clarksville, TN • 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
Regions Financial Corporation Nashville TN 01/2014 08/2019
Johnson Capital Planning Nashville TN 08/2019 Present
  • 01/2014 → 08/2019
    Regions Financial Corporation
    Nashville, TN
  • 08/2019 → Present
    Johnson Capital Planning
    Nashville, TN
Other Businesses

Credit Bros LLC Non-Investment Related 13575 58th St N, Ste 200 Clearwater, Fl 33760 Credit Counseling Co-Owner 01/2017 8 Hours a month None Duties is just monthly meetings overview of business

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

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