Scott Wilson has been Chief Finance Officer of Integrity Financial since April 2020, is a control person of the firm and directly owns under 5% of it.
Integrity Financial Corporation is a Jackson, WY firm with $868M under management, 1,450 clients and 0 advisers across 6 offices, as of its March 2026 filing.
Scott Wilson’s longest registration was 4 years at Forbes Investment Management (2016–2020). Before joining Integrity Financial in 2023, Scott Wilson was registered through Forbes Investment Management.
- – present · 2 yearsMalibu, CA · Adviser representative · Firm CRD 137125
- Forbes Investment Management– · 4 yearsSanta Monica, CA · Adviser representative · Firm CRD 281210
Investment adviser representative registrations
Scott Wilson is registered as an investment adviser representative in Wyoming, since November 2023.
- WyomingSince 10 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Adam Wilson
- CRD
- 6544882
- Firm
- Integrity Financial · CRD 137125
- Role
- Chief Finance Officer
- Office
- 24955 PACIFIC COAST HIGHWAY, Malibu, CA 90265
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Wilson work?
Scott Wilson has been Chief Finance Officer of Integrity Financial Corporation since April 2020, and is a control person of the firm.
Is Scott Wilson a financial advisor?
Yes. Scott Wilson has a current investment-adviser registration in Wyoming, through Integrity Financial since November 2023.
How many years of experience does Scott Wilson have?
Scott Wilson has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Scott Wilson passed?
Scott Wilson passed the Series 65 in November 2015.
Where did Scott Wilson work before Integrity Financial?
Before Integrity Financial, Scott Wilson was registered through Forbes Investment Management, March 2016 to November 2020.
Where is Scott Wilson based?
Scott Wilson’s registered office is in Malibu, CA.
Is Scott Wilson registered with FINRA?
No. Scott Wilson has no current broker registration.
How can I verify Scott Wilson’s record?
Search CRD 6544882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Wilson’s full registration record.
Kristofer GrayPrincipal, Chief Compliance Officer- Sarah ArcherChief Investment Officer
- Deann CrossManaging Director