Steven L. Wilson
Professional summary
Steven Lloyd Wilson is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in Cherry Hills Village, Colorado.
Steven is registered as a RR (Registered Representative) and started their career in finance in 2011. Steven has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Lloyd Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 15, 2022 - Present
EATON VANCE DISTRIBUTORS, INC.
September 30, 2014 - January 15, 2022
MORGAN STANLEY DISTRIBUTION, INC.
December 17, 2013 - September 3, 2014
NEXPOINT SECURITIES, INC.
December 10, 2012 - January 27, 2014
NEXBANK SECURITIES INC
March 22, 2011 - July 16, 2012
DESTRA CAPITAL INVESTMENTS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/15/2022)
(1/15/2022)
Exams
FINRA
Current Firm
EATON VANCE DISTRIBUTORS, INC.
CRD#: 37731 / SEC#: , 8-47939
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT, LLC | SHAREHOLDER | |
| FAHEY, LAWRENCE LOUIS | PRINCIPAL OPERATIONS OFFICER | 2097212 |
| FAMIGLIETTI, FRANK J | DIRECTOR | 2702269 |
| KASETA, LYNN M | CHIEF COMPLIANCE OFFICER | 6451373 |
| KUSH, ANTHONY N | PRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER | 7463692 |
| LEFEVRE, BENJAMIN WILLIAM | TEXAS DESIGNATED PRINCIPAL | 2261749 |
| LEIMENSTOLL, ANDREW JOHN | DIRECTOR | 4640636 |
| MICHAUD, DAVID ANDREW | DIRECTOR | 2730645 |
| WITKOS, MATTHEW JOSEPH | PRESIDENT, CEO, AND DIRECTOR | 2034689 |
Red Flags
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