Grant C. Wilson

ORG PARTNERS

Charlotte, NC 28207

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CRD#: 6973904

Professional summary

Grant Christopher Wilson Jr, who also goes by Grant Christopher Wilson, is a registered financial advisor currently at ORG PARTNERS located in Charlotte, North Carolina.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Grant has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Christopher 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) - RIA

Click below to view Grant Christopher Wilson Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 19, 2025 - Present

ORG PARTNERS

Office #1: 2318 Crescent Ave, Charlotte, NC 28207

RIA

CRD#: 312728

Charlotte, NC

Past

May 1, 2019 - February 18, 2025

DEFENDER CAPITAL

RIA

CRD#: 159607

CHARLOTTE, NC

Past

September 4, 2018 - May 27, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHARLOTTE, NC

Past

July 31, 2018 - May 27, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(2/19/2025)

IAR

South Carolina
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2018

General Securities Representative Examination

Current Firm

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(260) 469-9173

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)

ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,747
AUM (Assets Under Management)	$ 772,570,633

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.

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Grant C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Christopher Wilson Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORG PARTNERS

DEFENDER CAPITAL

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ORG PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2018

Current Firm

ORG PARTNERS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORG PARTNERS

TRUST BUT VERIFY

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