David A. 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.
David Alexander Wilson, who also goes by David Alexander Wilson Mr., David Sasha Wilson, Sacha D. Alexander Wilson Mr., Sacha Wilson, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2003. David had worked at 9 firms and has passed the Series 65, Series 66, Series 63 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
January 19, 2022 - December 31, 2023
FEDERAL RETIREMENT PLANNERS
September 29, 2020 - October 25, 2021
BRAVIAS FINANCIAL
June 8, 2015 - December 31, 2015
ACACIA PLANNING, LLC
March 31, 2014 - December 31, 2014
ACACIA PLANNING, LLC
April 9, 2013 - December 31, 2013
ACACIA PLANNING, LLC
September 16, 2011 - November 29, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
September 16, 2011 - November 29, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
April 12, 2011 - September 20, 2011
CHASE INVESTMENT SERVICES CORP.
December 9, 2010 - September 20, 2011
CHASE INVESTMENT SERVICES CORP.
December 6, 2007 - November 30, 2010
DAVID LERNER ASSOCIATES, INC.
July 24, 2006 - December 6, 2007
1ST WORLDWIDE FINANCIAL PARTNERS, LLC
July 8, 2004 - July 13, 2005
PRUCO SECURITIES, LLC.
September 29, 2003 - July 6, 2004
FINANCIAL CONSULTANT GROUP, LLC
State Registrations and Notice Filings
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Exams
Current Firm
FEDERAL RETIREMENT PLANNERS
CRD#: 317665 / SEC#:
Contact information
Red Flags
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