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Denney Lee Wilson Jr

CRD# 4796744·Registered 2004 - 2014
Previously Registered: Being a previously registered professional could mean that Denney 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.

Professional Summary

Denney Lee Wilson JR, who also goes by Denny Lee Wilson Jr, Dl Wilson, Lee Wilson, was a registered financial advisor. Denney was a previously registered financial professional and started their career in finance 2004 - 2014. Denney had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Denny Lee Wilson Jr, Dl Wilson, Lee Wilson

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

BRYANT & BRANNOCK, LLC.·CRD# 148254
RIA
Durham, NC
November 15, 2011 - October 1, 2014
GROVE POINT INVESTMENTS, LLC·CRD# 1763
BD
Durham, NC
November 14, 2011 - October 20, 2014
EDWARD JONES·CRD# 250
RIA
Durham, NC
September 18, 2006 - November 14, 2011
EDWARD JONES·CRD# 250
BD
Durham, NC
September 15, 2006 - November 14, 2011
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
BD
Durham, NC
March 29, 2006 - September 18, 2006
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
RIA
Durham, NC
March 21, 2006 - September 18, 2006
BB&T ASSET MANAGEMENT, INC.·CRD# 108443
RIA
Durham, NC
November 14, 2005 - March 21, 2006
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Raleigh, NC
July 27, 2004 - October 15, 2004
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
July 27, 2004 - October 15, 2004
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
July 27, 2004 - October 15, 2004

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Current Firm

B&
BRYANT & BRANNOCK, LLC.

BRYANT & BRANNOCK | BRYANT INVESTMENT MANAGEMENT GROUP, LLC | BRYANT INVESTMENT MANAGEMENT GROUP | BRYANT & BRANNOCK, LLC. | BRYANT & BRANNOCK, LLC

CRD#: 148254
Florida
Registered Investment Advisory firm - Florida (11/9/2012 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (10/8/2008 Approved)
South Carolina
Registered Investment Advisory firm - South Carolina (12/1/2011 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/11/2014 Conditional Restricted)
Virginia
Registered Investment Advisory firm - Virginia (2/26/2009 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

5315 Highgate Drive Suite 105, Durham, NC 27713

Phone Number

(919) 493-4614

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

183

AUM (Assets Under Management)

$62,910,302

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2004About the Series 7 exam

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CRS (Client Relationship Summary)

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

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