Nathan Blake Wilmot

Current Employers

Employment History

• 11/2015 → 12/2020
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 12/2020 → 09/2023
  Sagepoint Financial, Inc.
  Westlake, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Westlake, OH

Previous Registrations

• 2020-12-17 → 2023-09-01
  Osaic Services, Inc.
  Westlake, OH
• 2015-11-20 → 2021-01-12
  Osaic Fa, Inc.
  Westlake, OH
• 2012-10-29 → 2015-12-02
  Mml Investors Services, Llc
  Cleveland, OH
• 2008-03-06 → 2012-10-05
  Msi Financial Services, Inc.
  Broadview Heights, OH
  Broadview Hghts, OH

Other Businesses

1. Nathan Wilmot, 2001 Crocker Rd. Suite 400 Westlake, OH 44145 Category: Insurance Investment-Related: Yes Title: Agent Duties: Offers Accident and Health Insurance, Disability Insurance, Fixed Annuities and Traditional Life Insurance Start Date: 03/2014 Hours per month: 10 Hours per month during trading hours: 10 2. LAKEVIEW WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/17/2020 ADDRESS: 1651 Crossings Parkway, Suite A, Westlake OH 44145, United States DESCRIPTION: Financial advisor and planner 3. LAKEVIEW WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/20/2020 ADDRESS: 1651 Crossings Parkway, Suite A, Suite A, Westlake OH 44145, United States DESCRIPTION: Insurance 4. JW CROSSINGS LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2023 ADDRESS: 1650 Crossings Parkway, Suite C, Westlake OH 44145, United States DESCRIPTION: Manage property

Exams

• S66 Uniform Combined State Law Examination
  2016-11-01
• S63 Uniform Securities Agent State Law Examination
  2007-07-09

Designations

Other Names

• Nate Wilmot
• Nathan Wilmot
• Nathan B Wilmot