David Wilson

Current Employers

Employment History

• 09/1999 → 10/2017
  National Planning Corporation
  Escondido, CA
• 10/2017 → 05/2020
  Sagepoint Financial, Inc.
  Escondido, CA
• 05/2020 → Present
  Vector Financial Solutions, Inc.
  Escondido, CA

Previous Registrations

• 2017-10-26 → 2020-05-28
  Osaic Services, Inc.
  Escondido, CA
  Escondido, CA
  Phoenix, AZ
• 1999-11-10 → 2017-10-27
  National Planning Corporation
  Escondido, CA
  Carlsbad, CA

Other Businesses

1. WILSON TRUST, 3500 Lake Blvd #216. Oceanside, CA 92056 CO-TRUSTEE, 11/20/2012, 1 HOURS TOTAL, 1 DURING TRADING HOURS, TRUSTEE. 2. DAVID WILSON. POSITION: Co-trustee NATURE: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2102 ADDRESS: 3500 Lake Blvd, #216, Oceanside CA 92056, United States DESCRIPTION: I am co-trustee on my elderly mother's trust. 3. RIDGECREST MGMT LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2002 ADDRESS: 139 E Third Ave, Escondido CA 92025, United States DESCRIPTION: Own office building, small apartment complexes, duplexes. Coordinate with managers, pay bills. 4. VECTOR FINANCIAL SOLUTIONS. POSITION: President NATURE: DBA/Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 139 E Third Ave, Escondido CA 92025, United States DESCRIPTION: DBA for by business, not a separate activity. 5. AUTHOR/BLOGGER. POSITION: Author/Blogger NATURE: Individual/Sole INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2014 ADDRESS: 18137 Sun Maiden Ct, San Diego CA 92127, United States DESCRIPTION: I write general informational and educational articles and blog posts. This includes things like IRA Rollover rules, estate planning with living trusts., retirement planning, QDROs for divorce planning. The importance of diversification, etc. 6. DAVID WILSON. POSITION: Owner NATURE: Life insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/1985 ADDRESS: 139 E 3rd Ave, Escondido CA 92025, United States DESCRIPTION: Sale of insurance products. 7. RANCHO BERNARDO COMMUNITY PLANNING BOARD POSITION: Member NATURE: RB Planning Board is an advisory board that makes recommendations to the San Diego City Council regarding local planning issues. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2019 ADDRESS: 6150 Bernardo Heights Pkwy,, San Diego CA 92128, United States DESCRIPTION: Attend board meetings regarding community planning issues, sit on subcommittees. The planning board is an advisory board that makes recommendations to the San Diego City Council about local issues. he is also on the Palomar Health Foundation Board and is the Treasurer on the board. He devotes approximately 5% of his time to these activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-15
• S63 Uniform Securities Agent State Law Examination
  1998-07-07

Designations

Other Names

• David Wilson
• David L Wilson