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Current Employers
Omega Wealth Private Capital Llc

7870 E. Kemper Road #430, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-06
KY RA APPROVED 2025-12-12
OH RA APPROVED 2025-12-12
  • IN RA
    APPROVED
    Since 2026-01-06
  • KY RA
    APPROVED
    Since 2025-12-12
  • OH RA
    APPROVED
    Since 2025-12-12

Branch Locations

7870 E. Kemper Road #430, Cincinnati, OH 45249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Cincinnati OH 10/1997 09/2019
Strategic Advisers Covington KY 06/2001 09/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2019
Unemployed Independence KY 09/2019 01/2020
Western Southern Life Independence KY 01/2020 11/2025
W&S Brokerage Services Cincinnati OH 03/2020 11/2025
Omega Wealth Private Capital Llc Cincinnati OH 12/2025 Present
Wilson Private Capital, Llc Cincinnati OH 12/2025 Present
  • 10/1997 → 09/2019
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 06/2001 → 09/2019
    Strategic Advisers
    Covington, KY
  • 07/2018 → 09/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2019 → 01/2020
    Unemployed
    Independence, KY
  • 01/2020 → 11/2025
    Western Southern Life
    Independence, KY
  • 03/2020 → 11/2025
    W&S Brokerage Services
    Cincinnati, OH
  • 12/2025 → Present
    Cincinnati, OH
  • 12/2025 → Present
    Wilson Private Capital, Llc
    Cincinnati, OH
Previous Registrations
Other Businesses

2.) WILSON PRIVATE CAPITAL, LLC; INVESTMENT RELATED; CINCINNATI, OH; INSURANCE SALES; 12/2025; 40 HRS/MONTH; 40 HOURS DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-18
S63 Uniform Securities Agent State Law Examination 1998-03-04
  • S66 Uniform Combined State Law Examination
    2001-05-18
  • S63 Uniform Securities Agent State Law Examination
    1998-03-04

View on SEC IAPD

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