Andrea C. Wilson
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.
Andrea C. Wilson, who also goes by Andrea Sue Carrico, was a registered financial professional .
Andrea is a previously registered financial professional and started their career in finance in 1998. Andrea had worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 28, 2005 - October 17, 2012
SENTINEL WEALTH ADVISORS, LLC
December 18, 2003 - April 12, 2005
TFO WEALTH PARTNERS
March 5, 2003 - October 15, 2003
FORESIDE PLAZA DISTRIBUTORS, LLC
April 19, 1999 - March 7, 2001
BIRCHTREE FINANCIAL SERVICES LLC
March 1, 1999 - March 23, 1999
BIRCHTREE FINANCIAL SERVICES LLC
August 21, 1998 - March 8, 1999
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SENTINEL WEALTH ADVISORS, LLC
CRD#: 136370 / SEC#: 801-64724
Contact information
Red Flags
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