Richard G. Wilson

CRUTCHFIELD SECURITIES, L.L.C.

Houston, TX 77056

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CRD#: 2949518

Professional summary

Richard Grear Wilson JR, who also goes by Rick Wilson, is a registered financial professional currently at CRUTCHFIELD SECURITIES, L.L.C. located in Houston, Texas.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1997. Richard has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 62, Series 28 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rick Wilson

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) - BD

Click below to view Richard Grear Wilson JR's CRS (Customer Relationship Summary).

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

Current

January 9, 2009 - Present

CRUTCHFIELD SECURITIES, L.L.C.

Office #1: 5599 San Felipe Street Suite 555, Houston, TX 77056Office #2: 5599 San Felipe Street Suite 555, Houston, TX 77056

CRD#: 142156

Houston, TX

Past

August 7, 2006 - January 29, 2009

GULFSTAR GROUP I, LTD.

CRD#: 28922

HOUSTON, TX

Past

December 19, 1997 - June 28, 2006

DEBELLAS & CO. CAPITAL, LP

CRD#: 43391

LAKE FOREST, CA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(1/9/2009)

Exams

State Security Law Exam

Series 63

Date: 12/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 12/18/1997

Corporate Securities Limited Representative Examination

Principal/Supervisory Exam

Series 28

Date: 1/3/2018

Introducing Broker/Dealer Financial Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/14/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CRUTCHFIELD SECURITIES, L.L.C.

CRD#: 142156 / SEC#: , 8-67433

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

5599 San Felipe Street Suite 555, Houston, TX 77056

Mailing Address

5599 San Felipe Street Suite 555, Houston, TX 77056

Phone number

(713) 502-6120

Established

Texas since 06/14/2006

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FIRST CENTURION HOLDINGS, LLC	SOLE MEMBER
CORNELIUS, WILLIAM RALPH	CEO, EXECUTIVE REP, DESIGNATED PRINCPAL, CCO, AML PRINCIPAL	6697363
DOLLISON, JOHN BREESE	REGISTERED PRINCIPAL	5231729
POWELL, THOMAS FRANKLIN	FINOP	6453195
WILSON, RICHARD GREAR JR	REGISTERED PRINCIPAL	2949518
WILSON, RICHARD GREAR JR	ALTERNATE FINOP	2949518

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.

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Firm Stability Insights

Richard G. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Richard Grear Wilson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GULFSTAR GROUP I, LTD.

DEBELLAS & CO. CAPITAL, LP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/12/1997

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 62

Date: 12/18/1997

Series 28

Date: 1/3/2018

Series 24

Date: 1/14/1998

FINRA

Current Firm

CRUTCHFIELD SECURITIES, L.L.C.

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CRUTCHFIELD SECURITIES, L.L.C.

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