Matthew Shannon Wilson

Current Employers

Employment History

• 03/2015 → 02/2017
  Pruco Securities, Llc.
  Birmingham, AL
• 03/2015 → 02/2017
  The Prudential Insurance Company Of America
  Birmingham, AL
• 02/2017 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 03/2024
  Lpl Financial Llc
  Birmingham, AL
• 03/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2018-02-14 → 2024-03-06
  Lpl Financial Llc
  Birmingham, AL
  Laguna Beach, CA
• 2017-02-22 → 2018-02-21
  Invest Financial Corporation
  Birmingham, AL
  Duluth, GA
  Birmingham, AL
  Appleton, WI
• 2015-04-23 → 2017-02-27
  Pruco Securities, Llc.
  Birmingham, AL
• 2010-09-09 → 2015-03-04
  Invest Financial Corporation
  Duluth, GA
  Birmingham, AL
• 2010-05-27 → 2010-09-13
  Kestra Investment Services, Llc
  Birmingham, AL
  Birmingham, AL
  Austin, TX
• 2007-06-07 → 2010-06-02
  Equitable Advisors, Llc
  Birmingham, AL
  Atlanta, GA

Other Businesses

1. PERPETUAL LIFESTYLE PLANNING POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/27/2015 ADDRESS: 1 Perimeter Park South, Ste 140S, Birmingham AL 35243 DESCRIPTION: Owner. This is the entity that pays office operation expenses. 2. NAIFA ALABAMA POSITION: APIC/Grassroots Chair NATURE: Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/12/2019 ADDRESS: PO BOX 43067, Birmingham AL 35243 DESCRIPTION: APIC/Grassroots Chair Responsible for forming and strengthening relationships with Government leaders to protect the Financial Services Industry. I meet with Legislators to make sure legislation does not get passed that negatively effects the industry or our clients. 3. MATTHEW WILSON - INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship offers insurance products as an independent agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/01/2007 ADDRESS: 1 Perimeter Park South, Ste 140S, Birmingham AL 35243 DESCRIPTION: Offer insurance products as an independent agent. Life, Health, Disability, Long Term Care. 4. LIVING LIFE ON PURPOSE POSITION: Owner NATURE: Seminar/Motivational No formal business entity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/12/2019 ADDRESS: 1 Perimeter Park South, Ste 140S, Birmingham AL 35243 DESCRIPTION: Owner-Motivational Speaking, Podcast, VLOG, Video Series. 5. SUPER SNACKS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/17/2025 ADDRESS: 2367 Ridge Trail, Birmingham AL 35242 DESCRIPTION: Family Business owning and operating smart vending machines

Exams

• S66 Uniform Combined State Law Examination
  2007-06-06

Other Names

• Matt Wilson
• Matthew Wilson