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DW

Denney L. Wilson

Some features on this profile are disabled
CRD#: 4796744
DW

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.

Denney Lee Wilson JR, who also goes by Denny Lee Wilson Jr, Dl Wilson, Lee Wilson, was a registered financial professional .

Denney is a previously registered financial professional and started their career in finance in 2004. Denney had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Denny Lee Wilson Jr | Dl Wilson | Lee 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

November 15, 2011 - October 1, 2014

BRYANT & BRANNOCK, LLC.

RIA
CRD#: 148254
DURHAM, NC
Past

November 14, 2011 - October 20, 2014

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
DURHAM, NC
Past

September 18, 2006 - November 14, 2011

EDWARD JONES

RIA
CRD#: 250
DURHAM, NC
Past

September 15, 2006 - November 14, 2011

EDWARD JONES

BD
CRD#: 250
DURHAM, NC
Past

March 29, 2006 - September 18, 2006

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
DURHAM, NC
Past

March 21, 2006 - September 18, 2006

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
DURHAM, NC
Past

November 14, 2005 - March 21, 2006

BB&T ASSET MANAGEMENT, INC.

RIA
CRD#: 108443
DURHAM, NC
Past

July 27, 2004 - October 15, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RALEIGH, NC
Past

July 27, 2004 - October 15, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 27, 2004 - October 15, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
IAR
Series 66
Date: 7/5/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/20/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2004
General Securities Representative Examination

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 / SEC#:

Florida
Registered Investment Advisory firm - (11/9/2012 Terminated)
North Carolina
Registered Investment Advisory firm - (10/8/2008 Approved)
South Carolina
Registered Investment Advisory firm - (12/1/2011 Terminated)
Texas
Registered Investment Advisory firm - (9/11/2014 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (2/26/2009 Approved)
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Contact information

Main Address
5315 Highgate Drive Suite 105, Durham, NC 27713
Mailing Address
Phone number
(919) 493-4614
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts185
AUM (Assets Under Management)$ 54,841,072

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

BRYANT & BRANNOCK, LLC.

CRD#: 148254

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