Byron Wilson has been Chief Compliance Officer of The Millstone Evans Group since March 2025, is a control person of the firm and directly owns under 5% of it.
The Millstone Evans Group, LLC is a Boulder, CO firm with $893M under management, 654 clients and 8 advisers across 2 offices, as of its July 2026 filing.
Byron Wilson’s longest registration was 5 years at Ing Financial Advisers, LLC (2006–2011). Before joining The Millstone Evans Group in 2025, Byron Wilson was registered through Curian Capital, LLC and Salient Capital Advisors, LLC.
- – present · under a yearBoulder, CO · Adviser representative · Firm CRD 311142
- Curian Capital, LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 120270
- Salient Capital Advisors, LLC– · 3 yearsHouston, TX · Adviser representative · Firm CRD 153914
- Ing Financial Advisers, LLC– · 5 yearsHouston, TX · Adviser representative · Firm CRD 34815
Investment adviser representative registrations
Byron Wilson is registered as an investment adviser representative in Colorado, since November 2025.
- ColoradoSince 25 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2025 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 November 2000 |
| Series 66 | Uniform Combined State Law Examination | 16 November 1999 |
| Series 7 | General Securities Representative Examination | 20 October 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Operations Professional Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Byron Keith Wilson
- CRD
- 4014776
- Firm
- The Millstone Evans Group · CRD 311142
- Role
- Chief Compliance Officer
- Office
- 4940 PEARL EAST CIRCLE, SUITE 302, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Byron Wilson work?
Byron Wilson has been Chief Compliance Officer of The Millstone Evans Group, LLC since March 2025, and is a control person of the firm.
Is Byron Wilson a financial advisor?
Yes. Byron Wilson has a current investment-adviser registration in Colorado, through The Millstone Evans Group since November 2025.
How many years of experience does Byron Wilson have?
Byron Wilson has 25 years in the financial industry, since April 2001, across 4 adviser firms.
What exams has Byron Wilson passed?
Byron Wilson has passed 7 licensing exams: the Series 7, Series 66, Series 24, Series 26, Series 99TO, Series 6TO and Series 65. The earliest, the Series 7, was passed in October 1999. FINRA credited Byron Wilson with the SIE, which began in October 2018.
Where did Byron Wilson work before The Millstone Evans Group?
Before The Millstone Evans Group, Byron Wilson was registered through Curian Capital, LLC, April 2015 to March 2016; Salient Capital Advisors, LLC, July 2011 to April 2015; Ing Financial Advisers, LLC, February 2006 to July 2011.
Where is Byron Wilson based?
Byron Wilson’s registered office is in Boulder, CO.
Is Byron Wilson registered with FINRA?
No. Byron Wilson has no current broker registration.
How can I verify Byron Wilson’s record?
Search CRD 4014776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Byron Wilson’s full registration record.
