Michael C Wilson

Current Employers

Employment History

• 12/2005 → 12/2020
  Donnelly-Boland & Associates
  Pittsburgh, PA
• 06/2008 → 11/2023
  Avantax Investment Services, Inc.
  Pittsburgh, PA
• 02/2013 → 11/2023
  Avantax Advisory Services
  Pittsburgh, PA
• 07/2014 → 11/2023
  Avantax Insurance Agency, Llc
  Pittsburgh, PA
• 11/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2023 → Present
  Geisler & Company Financial Planning
  Waynesburg, PA
• 05/2020 → Present
  Wilson Management Services
  Waynesburg, PA

Previous Registrations

• 2013-02-21 → 2023-12-05
  Avantax Advisory Services
  Waynesburg, PA

Other Businesses

1.Fixed insurance sales; as of 11/28/2023; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Wilson Management Services, Inc.; private entity established as the operating company for accounting services; Located in Waynesburg, PA as of 5/01/2020; 5% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner, Wilson Commons, LLC, an entity created for the purpose of owning and managing real estate at 69 S. Washington St., Waynesburg, PA 15370, as of 11/01/2018; 2% time spent during business hours; Not conducted at branch; Investment related. 4. Owner, Wilson Accounting Group, LLC; private entity established to facilitate accounting and payroll services; Located at 69 S. Washington St., Waynesburg, PA 15370; as of 06/2018; 90% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Tax Preparation, General accounting, Payroll processing and consulting, Wilson Accounting Group, LLC; Located at 69 S. Washington St., Waynesburg, PA 15370, as of 06/2018; 90% of time spent during business hours; Not conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-21
• S63 Uniform Securities Agent State Law Examination
  2008-09-04