Byron K. Wilson
Professional summary
Byron Keith Wilson, who also goes by Byron Keith Wilson, Byron K Wilson, Byron Wilson, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado.
Byron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Byron has worked at 20 firms and has passed the Series 65, Series 66, Series 99TO, Series 6TO, SIE, Series 7, Series 26 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Byron Keith Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 25, 2025 - Present
THE MILLSTONE EVANS GROUP, LLC
Office #1: 4940 Pearl East Circle Suite 302, Boulder, CO 80301May 16, 2022 - February 5, 2025
VANGUARD MARKETING CORPORATION
September 23, 2020 - January 26, 2022
ROBINHOOD SECURITIES, LLC
August 28, 2020 - May 11, 2022
ROBINHOOD FINANCIAL, LLC
April 30, 2015 - March 30, 2016
CURIAN CAPITAL, LLC
April 29, 2015 - May 12, 2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
July 8, 2011 - April 15, 2015
SALIENT CAPITAL ADVISORS, LLC
July 8, 2011 - April 15, 2015
SALIENT CAPITAL L.P.
April 15, 2010 - July 12, 2011
VOYA FINANCIAL ADVISORS, INC.
June 12, 2009 - July 5, 2011
DIRECTED SERVICES LLC
March 12, 2009 - June 28, 2011
SLD AMERICA EQUITIES, INC.
March 12, 2009 - July 12, 2011
VOYA RETIREMENT ADVISORS, LLC
February 16, 2006 - July 12, 2011
VOYA FINANCIAL PARTNERS, LLC
January 12, 2006 - July 12, 2011
VOYA FINANCIAL PARTNERS, LLC
May 3, 2004 - December 20, 2005
EQUITABLE ADVISORS, LLC
February 27, 2001 - November 19, 2003
AMERICAN GENERAL DISTRIBUTORS, INC.
January 30, 2001 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
January 2, 2001 - April 22, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
August 22, 2000 - December 11, 2001
VALIC FINANCIAL ADVISORS, INC.
August 22, 2000 - December 11, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
October 21, 1999 - May 30, 2000
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
THE MILLSTONE EVANS GROUP, LLC
CRD#: 311142 / SEC#: 801-119896
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
THE MILLSTONE EVANS GROUP, LLC
CRD#: 311142 / SEC#: 801-119896
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,314 |
| AUM (Assets Under Management) | $ 777,932,541 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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