Chad Preston Wilson

Current Employers

Employment History

• 08/1998 → Present
  Mckenzie Banking Co
  Mckenzie, TN
• 12/2004 → 09/2018
  Investment Professionals Inc
  Jackson, TN
• 03/2010 → Present
  Mckenzie Banking Co
  Mckenzie, TN
• 06/2018 → 11/2019
  Ameriprise Financial Services, Inc
  Jackson, TN
• 11/2019 → 06/2024
  Securities America, Inc.
  Jackson, TN
• 11/2019 → 06/2024
  Securities America Advisors Inc.
  Jackson, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jackson, TN

Previous Registrations

• 2019-12-02 → 2024-06-14
  Securities America Advisors, Inc.
  Jackson, TN
• 2018-06-28 → 2019-12-02
  Ameriprise Financial Services, Llc
  Jackson, TN
• 2007-08-16 → 2018-09-25
  Investment Professionals, Inc.
  Mckenzie, TN
  Paris, TN
  Jackson, TN
  San Antonio, TX
  Jackson, TN
  Paris, TN
  Danville, KY
• 2004-03-05 → 2004-11-12
  Amsouth Investment Management Company Llc
  Jackson, TN

Other Businesses

1. CHAD PRESTON WILSON 1999 DYNASTY TRUST -Trustee & Beneficiary -Trustee of Family Trust INVEST RELATED Yes #HRS 1 -2/1/99 -3 Northwind Dr Jackson TN 38305 -Trustee and Beneficiary of this Trust 2. FOUNDATION BANK. A DIVISON OF MCKENZIE BANKING COMPANY -President -Owner/President of Bank #HRS 120 SEC TRADE HRS 80 -12/1/04 -2138 Pleasant Plains Ext Jackson TN 38305 -Running the bank on a day-to-day basis. 3. CHAD PRESTON WILSON 2005 DYNASTY TRUST -Trustee -Trust INVEST RELATED Yes #HRS 1 -12/7/05 -3 Northwind Dr Jackson TN 38305 -Trustee 4. SOLOMON BUILDINGS, LLC -Owner -Portable Building Dealer #HRS 1 -7/30/13 -3 Northwind Dr Jackson TN 38305 -Owner of Lots that sell Portable Storage Buildings 5. CHARLES P. WILSON FOUNDATION -Director -Private Foundation #HRS 1 -6/17/08 -PO Box 941 Paris TN 38242 -Make decisions on the allocation of Foundation Capital and giving away of money to other 501 c3 organizations. 6. COVENANT RANCH, INC. -Director -Non Profit #HRS 1 -12/16/96 -8759 US-79 Buchanan TN 38222 -Board Member 7. CHAD P. WILSON INVESTMENTS, LP -General Partner & Limited Partner -Family Limited Partnership INVEST RELATED Yes #HRS 1 -12/7/05 -3 Northwind Dr Jackson TN 38305 -The L.P. owns the stock in Progressive Financial Services. 8. JACKSON AREA WIDE SOCCER -Coach -Soccer Coach #HRS 4 -10/1/20 -3 Westwood Gardens Jackson TN 38301 9.PROGRESSIVE FINANCIAL SERVICES -Director -Holding Company Director INVEST RELATED Yes #HRS 1 -12/1/04 -676 N Main St McKenzie TN 38201 -Owner & Board Member of Holding Company 10. FOUNDATION FINANCIAL SOLUTIONS POSITION: Program Manager NATURE: Fixed Annuities and Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2019 ADDRESS: 2138 Pleasant Plains Ext., Jackson TN 38305 DESCRIPTION: Selling Fixed Annuities that are not available to be offered currently through SAI. 11. TRINITY CHRISTIAN ACADEMY POSITION: Board Chair NATURE: Board Member for Private Christian School INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 10 Windy City Rd.`, Jackson TN 38305 DESCRIPTION: Board Member 12, PURE BARRE POSITION: Owner NATURE: Boutique Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 1370 Union University Drive, Suite A, Jackson TN 38305 DESCRIPTION: I am not involved in the day-to-day operation - my wife will is the owner/operator. 13. N/A POSITION: Owner NATURE: Investment Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2005 ADDRESS: 3 Northwind Drive, Jackson TN 38305 DESCRIPTION: Oversee rental property 14. PROVIDENCE CAPITAL, LLC POSITION: Owner NATURE: Single Family Residence Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2023 ADDRESS: 3, Northwind Drive, Jackson TN 38305 DESCRIPTION: Investment in Single Family Real Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-13

Designations