Sarah A. Wilson
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.
Sarah Amelia Wilson, who also goes by Sarah Amelia Sheets, Amelia Wilson, was a registered financial professional .
Sarah is a previously registered financial professional and started their career in finance in 2021. Sarah had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 20, 2024 - February 4, 2026
PARK SQUARE FINANCIAL GROUP LLC
August 2, 2024 - October 29, 2024
CSENGE ADVISORY GROUP, LLC
April 27, 2023 - July 31, 2024
CULBRETH WEALTH MANAGEMENT
January 25, 2022 - May 8, 2023
EQUITABLE ADVISORS, LLC
September 1, 2021 - May 8, 2023
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268 / SEC#: 801-131121
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 9/1/2021
General Securities Representative ExaminationCurrent Firm
PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268 / SEC#: 801-131121
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 736 |
| AUM (Assets Under Management) | $ 208,169,989 |
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.
