Joshua Michael Wilson

Current Employers

Employment History

• 12/2013 → 10/2017
  National Planning Corporation
  North Reading, MA
• 09/2011 → 05/2024
  Life Insurance Agency
  North Reading, MA
• 10/2017 → 01/2022
  Securities America, Inc.
  North Reading, MA
• 10/2017 → 01/2022
  Securities America Advisors
  North Reading, MA
• 01/2022 → 05/2024
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 01/2022 → Present
  Pin Wealth, Llc
  North Reading, MA
• 05/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2022-01-18 → 2024-07-10
  Pin Wealth
  North Reading, MA
  North Reading, MA
  Freedom, NH
• 2017-12-14 → 2022-01-18
  Securities America Advisors, Inc.
  North Reading, MA
  North Reading, MA
  North Reading, MA
• 2015-05-15 → 2017-10-27
  National Planning Corporation
  North Reading, MA

Other Businesses

1.Fixed insurance sales; as of 5/10/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, PIN Insurance, Inc.; a private entity established to facilitate fixed insurance business; as of 5/10/2024; 5% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, PIN Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/03/2022; 90% time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Bumpy Real Estate, LLC; an entity created for the purpose of managing residential real estate at 5 Pinecrest Road, Raymond, NH, 03077, as of 7/10/2025; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-09

Other Names

• Josh Wilson