Robert Aaron Wilson

Current Employers

Employment History

• 03/2003 → 01/2017
  New York Life
  Macon, GA
• 05/2003 → 01/2017
  Nylife Securities
  Macon, GA
• 09/2012 → Present
  Sandefur & Associates, Llc
  Albany, GA
• 01/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 04/2005 → 12/2016
  Eagle Strategies
  Albany, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Albany, GA

Previous Registrations

• 2017-01-05 → 2024-08-23
  Triad Advisors Llc
  Albany, GA
  Albany, GA
  Atlanta, GA
• 2005-04-27 → 2017-01-19
  Eagle Strategies Llc
  Albany, GA
  Albany, GA
  Albany, GA

Other Businesses

1) ROBERT A WILSON POSITION: agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2003 ADDRESS: 2305 Robinhood Rd, Albany GA 31707, United States DESCRIPTION: sale & service of life & disability insurance 2) SANDEFUR WILSON ASSET MANAGEMENT LLC POSITION: President/CEO NATURE: It will be the operating name for our practice. Sandefur Wilson Asset Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/18/2023 ADDRESS: 2305 Robinhood Rd, Albany GA 31707, United States DESCRIPTION: Duties: running our advisory practice 3) R WILSON & ASSOC LLC POSITION: owner NATURE: corp business entity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2018 ADDRESS: 2305 Robinhood Rd, Albany GA 31707, United States DESCRIPTION: administrative entity that bills and expenses are paid through 4) BOBBY WILSON OUTDOORS LLC POSITION: owner NATURE: competitive fishing for profit INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2018 ADDRESS: 232 Flintview Dr, Cordele GA 31015, United States DESCRIPTION: fishing 5) LILY PAD POSITION: Treasurer NATURE: Counseling Center for abused person INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 6/21/2017 ADDRESS: 320 W 2nd Ave, Albany, GA 31701 DESCRIPTION: Review Financials 6) BWWW LLC POSITION: owner NATURE: LLC. that owns commercial property that receives rents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 232 Flintview Dr, Cordele GA 31015, United States DESCRIPTION: administrative 7) BWWW DIXIE PROPERTIES LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2025 ADDRESS: 232 Flintview Dr, Cordele GA 31015, United States DESCRIPTION: Ownership and management of a farm that has CRP Pines planted.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-13
• S63 Uniform Securities Agent State Law Examination
  2003-07-02

Other Names

• Bobby Wilson