William Davies Watson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → Present
  Watson Financial Services, Llc
  Columbus, OH
• 09/2014 → 05/2021
  Voya Financial Advisors
  Worthington, OH
• 05/2021 → 01/2024
  Woodbury Financial Services Inc
  Columbus, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2021-05-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Worthington, OH
  Charlotte, NC
  Columbus, OH
• 2010-05-06 → 2021-06-16
  Voya Financial Advisors, Inc.
  Worthington, OH
  Toledo, OH
• 2009-04-24 → 2010-05-06
  Commonwealth Financial Network
  Marysville, OH
• 2005-11-17 → 2009-04-20
  Chase Investment Services Corp.
  Marysville, OH

Other Businesses

1. INSURANCE AGENT POSITION: owner? NATURE: Although I have an LLC for my business, this is still done under my personal name, William D Watson, NOT any LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2000 ADDRESS: 1277 Worthington Woods Blvd, Columbus OH 43085, United States DESCRIPTION: In my financial services practice, I sell insurance. This is on a needs basis for clients. 2. WATSON FINANCIAL ADVISORS POSITION: Investment Advisor - Insurance NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/13/2021 ADDRESS: 77 E Wilson Bridge Road, Suite 100, Worthington OH 43085, United States DESCRIPTION: Providing financial advice, when appropriate, I also recommend Term and Permanent Life Insurance, Long Term Care Insurance, and Disability Insurance. I also offer Fixed Indexed Annuities, when appropriate. 3. W&K WATSON LLC POSITION: Controlling Partner NATURE: This is a piece of farm property that is owned by W&K Watson LLC. William D Watson owns 57.23% of the LLC, and Kathleen M Chrysler (sister) owns 42.77% of the LLC. The property is a cash rent farm for the production of corn, soybeans, and wheat. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2020 ADDRESS: Harlem Township, Delaware OH 43021, United States DESCRIPTION: Collect rent, distribute rent to interested parties, and pay taxes on the property. 4. SONNYSIDE FARMS, LLC POSITION: General Partner NATURE: This is an existing piece of farm land, that will be leased for a solar farm. The land will be fenced in and a solar farm will produce power for the local community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: SW Start Patent Road, Newcomerstown OH 43832, United States DESCRIPTION: Collect Rent from the lease and work with the farmer for the remaining acres to be farmed. 5. WATSON FINANCIAL SERVICES, LLC. POSITION: owner NATURE: LLC. This is name only. I do not actually conduct any business through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/15/2010 ADDRESS: 1277 Worthington Woods Blvd, Columbus OH 43085, United States DESCRIPTION: I use the name on the phone and clients know this is the business name they work through.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  2000-12-21

Other Names

• Bill Watson