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Dylan Wilson

Dylan Wilson

LASALLE ST SECURITIES, L.L.C. | Financial Advisor
Jacksonville, FL 32224
Some features on this profile are disabled
CRD#: 7043507
Dylan Wilson

Professional summary

Dylan Wilson, who also goes by Dylan Cole Wilson, is a registered financial professional currently at LASALLE ST SECURITIES, L.L.C. located in Jacksonville, Florida.

Dylan is registered as a RR (Registered Representative) and started their career in finance in 2019. Dylan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?
Wealth Preservation Strategies
Retirement Planning Strategies
Sustainable and Responsible In...
Are you a "fiduciary"?
No

Aliases

Dylan Cole 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) - BD

Click below to view Dylan Wilson'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

April 22, 2026 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 4223 Pablo Professional Ct. #201, Jacksonville, FL 32224
BD
CRD#: 7191
Jacksonville, FL
Past

September 11, 2024 - April 16, 2026

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
JACKSONVILLE, FL
Past

September 5, 2024 - April 16, 2026

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Jacksonville, FL
Past

December 13, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ST. AUGUSTINE, FL
Past

December 3, 2021 - August 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ST. AUGUSTINE, FL
Past

February 4, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
St Augustine, FL
Past

February 3, 2020 - November 18, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
St Augustine, FL
Past

February 6, 2019 - December 24, 2019

EDWARD JONES

RIA
CRD#: 250
JACKSONVILLE, FL
Past

January 12, 2019 - December 24, 2019

EDWARD JONES

BD
CRD#: 250
JACKSONVILLE, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/12/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LS
LASALLE ST SECURITIES, L.L.C.
LA SALLE ST. SECURITIES, INC. | LASALLE ST SECURITIES, L.L.C.

CRD#: 7191 / SEC#: , 8-18860

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Phone number
(630) 600-0500
Established
Delaware since 04/23/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LASALLE ST. HOLDINGS LLC F/K/A MCDERMOTT HOLDINGS I, L.P.100% OWNER
BEAVER, REGAN ALANCHIEF COMPLIANCE OFFICER4621953
DROZD, MICHAEL MITCHELLCHIEF INVESTMENT OFFICER6015178
SCHLESSER, DANIEL JOHNC.F.O./TRES./C.O.O1788458

Disclosures

Regulatory Event15
Arbitration4
Bond1

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

LASALLE ST SECURITIES, L.L.C.

Financial AdvisorCRD#: 7191Jacksonville, FL 32224

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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