Kevin R. 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.
Kevin Richard Wilson was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1999. Kevin had worked at 11 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 17, 2025 - June 30, 2026
OLLIE GRANT PRIVATE WEALTH
October 6, 2021 - May 16, 2022
SW FINANCIAL
November 29, 2019 - October 14, 2021
WORDEN CAPITAL MANAGEMENT LLC
August 7, 2017 - December 10, 2019
NATIONAL SECURITIES CORPORATION
October 27, 2010 - September 5, 2017
LAIDLAW & COMPANY (UK) LTD.
December 22, 2008 - November 16, 2010
AEGIS CAPITAL CORP.
August 29, 2006 - January 21, 2009
GILFORD SECURITIES INCORPORATED
March 24, 2005 - September 11, 2006
WESTMINSTER SECURITIES CORPORATION
November 25, 2002 - March 24, 2003
KUHNS BROTHERS SECURITIES CORPORATION
June 20, 2001 - April 26, 2005
CASIMIR CAPITAL L.P.
November 10, 1999 - July 9, 2001
SANDS BROTHERS & CO., LTD.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
OLLIE GRANT PRIVATE WEALTH
CRD#: 332010 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 5,779,000 |
Red Flags
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