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Adam Wayne Wilson

LPl Financial LLC

Eugene, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2018-09-14
TX RA APPROVED 2018-09-14
  • OR RA
    APPROVED
    Since 2018-09-14
  • TX RA
    APPROVED
    Since 2018-09-14

Branch Locations

485 Alexander Loop Suite 130, Eugene, OR 97401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Eugene OR 08/2011 09/2018
Various Insurance Carriers For W & R Insurance Agencies Springfield OR 12/2011 09/2018
Pitcher Investment Llc Boise ID 07/2011 09/2018
Willamette Christian School Eugene OR 08/2017 10/2017
Lpl Financial Llc Eugene OR 09/2018 Present
  • 08/2011 → 09/2018
    Waddell & Reed, Inc
    Eugene, OR
  • 12/2011 → 09/2018
    Various Insurance Carriers For W & R Insurance Agencies
    Springfield, OR
  • 07/2011 → 09/2018
    Pitcher Investment Llc
    Boise, ID
  • 08/2017 → 10/2017
    Willamette Christian School
    Eugene, OR
  • 09/2018 → Present
    Eugene, OR
Previous Registrations
  • 2012-11-14 → 2018-09-25
    Waddell & Reed
    Eugene, OR
    Florence, OR
    Seattle, WA
Other Businesses

1)09/13/2018 - Real Estate Rental - Pitcher Investments - 0% - INVESTMENT RELATED - 4644 South Whitmore, Boise, ID 83709 - 4600 South Whitmore, Boise ID 83709 2) 1/2/2019 - WM Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019 - 0 Hours Per Month. 3). 06/25/2019 - WM Wealth Advisors - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:06/20/2019 - 40 hrs/mo - 40 hrs during trading. 4). 11/10/2021 - Gen 6th Investments LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 0 Hour Per Month/0 Hours During Securities Trading. 5) 12/19/2024- Kill Confirmed. LLC- Rep's Business- Not INV Related- Home based- Start date 11/26/2024- 8 Hours Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-10
S63 Uniform Securities Agent State Law Examination 2011-12-07
  • S65 Uniform Investment Adviser Law Examination
    2011-12-10
  • S63 Uniform Securities Agent State Law Examination
    2011-12-07
Other Names
  • Adam Wanye Wilson
  • Adam Wilson

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