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VW

Vernon R. Wilson

Some features on this profile are disabled
CRD#: 469525
VW

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.

Vernon Russell Wilson JR, who also goes by Vern Wilson, was a registered financial professional .

Vernon is a previously registered financial professional and started their career in finance in 1969. Vernon had worked at 11 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Vern Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 19, 2011 - October 31, 2013

CENTERRE CAPITAL LLC

BD
CRD#: 148091
HOUSTON, TX
Past

June 11, 2007 - January 19, 2011

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
HOUSTON, TX
Past

December 11, 2001 - February 26, 2007

OSAIC FS, INC.

BD
CRD#: 3870
HOUSTON, TX
Past

April 11, 2000 - October 22, 2001

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

December 6, 1993 - December 31, 1999

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

April 27, 1990 - January 13, 1994

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

December 23, 1988 - January 20, 1989

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

June 4, 1987 - December 23, 1988

MORISON SECURITIES, INC.

BD
CRD#: 8097
KANSAS CITY, MO
Past

April 18, 1972 - January 20, 1990

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
ENGLEWOOD, CO
Past

December 17, 1970 - June 26, 1971

THE INVESTAMERICA GROUP INC.

BD
CRD#: 432
Past

April 15, 1969 - February 15, 1971

CNA INVESTOR SERVICES, INC.

BD
CRD#: 163

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/11/1969
Registered Representative Examination

Current Firm

CC
CENTERRE CAPITAL LLC
CENTERRE CAPITAL LLC

CRD#: 148091 / SEC#: , 8-67960

BD
Terminated by SEC on 04/29/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Missouri since 05/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
HOFF, DAVID MICHAELPRESIDENT, MANAGING MEMBER1058737
CHRISTY, ZEONIA MARIECCO4067924
JEHLE, JEANNE ANNFINOP4885198

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTERRE CAPITAL LLC

CRD#: 148091

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