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Detailed Report
JULIE Hilliard Wilson
JULIE HILLIARD ALFORD, JULIE WILSON ALFORD, JULIE WILSON PRIDGEN, JULIE HILLIARD WILSON
CRD#: 3116179
IA
Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 2301 Rexwoods Drive
Suite 116
Raleigh, NC 27607
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2008 - 2012 (4 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2021 - Present (3 years)BLOCKTON INVESTMENT SECURITIES, LLC (CRD# 137476)2017 - 2021 (4 years)BMML DISTRIBUTORS, LLC (CRD# 38030)2014 - 2017 (3 years)BMML INVESTORS SERVICES, LLC (CRD# 10409)2013 - 2014 (1 year)BBIRCHTREE FINANCIAL SERVICES, INC. (CRD# 15014)2003 - 2006 (3 years)BPRINCOR FINANCIAL SERVICES COR... (CRD# 1137)1998 - 2003 (4 years)IALOCKTON INVESTMENT ADVISORS, LLC (CRD# 144133)2018 - 2021 (3 years)IARSM MCGLADREY, INC. (CRD# 111221)2004 - 2006 (2 years)
License(s)

State Registrations

IA
North Carolina 9/22/2021
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
2301 Rexwoods Drive Suite 116, Raleigh, NC 27607
Registered with this firm since 9/22/2021
Previous Registration(s)
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IA
 01/30/2018 - 06/25/2021 LOCKTON INVESTMENT ADVISORS, LLC (CRD#:144133) Charlotte, NC
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 05/18/2017 - 06/25/2021 LOCKTON INVESTMENT SECURITIES, LLC (CRD#:137476) KANSAS CITY, MO
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 05/01/2014 - 05/01/2017 MML DISTRIBUTORS, LLC (CRD#:38030) SPRINGFIELD, MA
B
 01/03/2013 - 05/01/2014 MML INVESTORS SERVICES, LLC (CRD#:10409) SPRINGFIELD, MA
IA
 02/29/2008 - 10/25/2012 MMC SECURITIES CORP. (CRD#:103846) CHARLOTTE, NC
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 03/04/2008 - 10/25/2012 MMC SECURITIES CORP. (CRD#:103846) CHARLOTTE, NC
IA
 03/23/2004 - 12/11/2006 RSM MCGLADREY, INC. (CRD#:111221) RALEIGH, NC
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 09/17/2003 - 12/11/2006 BIRCHTREE FINANCIAL SERVICES, INC. (CRD#:15014) RALEIGH, NC
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 12/03/1998 - 09/10/2003 PRINCOR FINANCIAL SERVICES CORPORATION (CRD#:1137) DES MOINES, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.