AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CW

Candy G. Wilson

Some features on this profile are disabled
CRD#: 1337220
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Candy Gail Wilson, who also goes by Candy Gail Wilsonsquadere, was a registered financial professional .

Candy is a previously registered financial professional and started their career in finance in 1985. Candy had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Candy Gail Wilsonsquadere

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 7, 2004 - February 10, 2005

DFS EQUITIES, INC.

BD
CRD#: 18251
SCOTTSDALE, AZ
Past

August 28, 1997 - December 9, 2002

CGS FINANCIAL INC.

BD
CRD#: 43125
SCOTTSDALE, AZ
Past

July 13, 1995 - December 31, 1997

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

September 13, 1991 - June 7, 1994

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

April 19, 1991 - August 2, 1991

MASON, HUNT & CO., INC.

BD
CRD#: 13680
Past

March 15, 1990 - May 3, 1991

WESTAMERICA INVESTMENT GROUP

BD
CRD#: 6626
SCOTTSDALE, AZ
Past

July 24, 1985 - March 5, 1990

RL KOTROZO, INC.

BD
CRD#: 12968

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DE
DFS EQUITIES, INC.
DFS EQUITIES, INC.

CRD#: 18251 / SEC#: , 8-36327

BD
Terminated by SEC on 04/11/2005
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 06/20/1986
Firm type
Corporation
Fiscal year end
February
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GRANT, TIMOTHY LAWRENCEPRESIDENT1517004
GRANT, EDWIN HOIT IIIVICE PRESIDENT1601685
JESTADT, GARRY ARTHURSEC/TREASURER1618452

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DFS EQUITIES, INC.

CRD#: 18251

TRUST BUT VERIFY

Monitor Candy Wilson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics