William Gordon Wilk

Current Employers

Employment History

• 05/1996 → 11/2018
  John Hancock Mutual Life Insurance Co
  Lutherville, MD
• 05/1996 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Devon, PA
• 08/2023 → Present
  Osaic Wealth, Inc
  Devon, PA

Previous Registrations

• 2012-05-15 → 2018-11-02
  Signator Investors, Inc.
  Devon, PA
  Conshocken, PA

Other Businesses

1. INSURANCE BROKER: HEALTH AND GROUP BENEFITS 208 OLD LANCASTER RD. DEVON, PA 19333 START DATE 1/1/1996, APPROX 1 HR MO AND 1 HR DURING TRADING HOURS 2. BALA FINANCIAL GROUP POSITION: CFO NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2001 ADDRESS: 208 Old Lancaster Rd., Devon PA 19333, United States DESCRIPTION: Sales/ Marketing of insurance and investment products, Oversee Payroll, Pay Firm Expenses, Reconcile firm books, Help manage the office, Review Paperwork 3. RENTAL PROPERTY POSITION: Owner NATURE: Personal Ownership of Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2025 ADDRESS: 14409 Lighthouse Ave, Unit 6, Ocean City MD 21842, United States DESCRIPTION: Rental Property Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-14
• S63 Uniform Securities Agent State Law Examination
  1996-11-04

Other Names

• William G Wilk