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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-05-10 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
2355 Highway 36 W #432, Roseville, MN 55113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance And Associates | New York | NY | 08/2008 | 05/2018 |
| Focus Financial | Roseville | MN | 08/2008 | 05/2018 |
| Don Wilson | Roseville | MN | 05/2026 | Present |
| United Planners Financial Services Of America | Scottsdale | AZ | 05/2018 | Present |
| Donald E Wilson | Roseville | MN | 05/2018 | Present |
| Don Wilson Inc. | Roseville | MN | 01/2017 | Present |
1.) DON WILSON INC - PRESIDENT - S CORP FOR TAX PURPOSES TO PAY SALARY - ROSEVILLE, MN - SINCE 01/2017 - NOT INVESTMENT RELATED 2.) DONALD E WILSON - AGENT - NON-VARIABLE INSURANCE - ROSEVILLE, MN - SINCE 05/2018 - INVESTMENT RELATED 3.) DON WILSON - AUTHOR - AUTHOR - ROSEVILLE, MN - SINCE 05/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-04 |
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