Ronald J. Wilburn
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.
Ronald Jay Wilburn, who also goes by Ron Wilburn, was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 2004. Ronald had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 13, 2022 - November 28, 2023
WINTERSTONE WEALTH MANAGEMENT LLC
April 2, 2018 - November 11, 2019
WINTERSTONE WEALTH MANAGEMENT LLC
August 18, 2015 - March 26, 2018
AVANTAX ADVISORY SERVICES
January 9, 2015 - March 26, 2018
AVANTAX INVESTMENT SERVICES, INC.
June 9, 2006 - December 15, 2008
AVANTAX INVESTMENT SERVICES, INC.
August 16, 2004 - November 3, 2004
FARMERS FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
WINTERSTONE WEALTH MANAGEMENT LLC
CRD#: 323726 / SEC#:
Contact information
Red Flags
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