Wesley R. Pingelton
Professional summary
Wesley Robert Pingelton, CFP®, who also goes by Wes Robert Pingelton, Wesley Robert Pingelton Mr, is a registered financial advisor currently at NORTHILL AIMS, LLC located in Dallas, Texas.
Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Wesley has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Robert Pingelton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
December 16, 2025 - Present
NORTHILL AIMS, LLC
March 22, 2013 - May 5, 2026
FULLCIRCLE WEALTH LLC
March 14, 2013 - April 2, 2024
TRIAD ADVISORS LLC
October 30, 2009 - March 20, 2013
INVEST FINANCIAL CORPORATION
October 30, 2009 - March 20, 2013
INVEST FINANCIAL CORPORATION
February 4, 2009 - October 15, 2009
BILTMORE CAPITAL ADVISORS
April 7, 2008 - October 30, 2009
FSC SECURITIES CORPORATION
October 6, 2006 - October 30, 2009
FSC SECURITIES CORPORATION
September 28, 2004 - January 24, 2006
OSAIC FA, INC.
July 3, 2003 - January 24, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 3, 2003 - January 24, 2006
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/16/2025)
Exams
Current Firm
NORTHILL AIMS, LLC
CRD#: 339338 / SEC#: 801-134901
Contact information
SEC notice filing (4 States and Territories)
Documents
Red Flags
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