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Matthew Jacob Wilson

Osaic Wealth, Inc.

Midlothian, VA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-05
  • VA RA
    APPROVED
    Since 2021-07-05

Branch Locations

6500 Harbour View Court Suite 101, Midlothian, VA 23112 • 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
Royal Alliance Midlothian VA 11/2020 Present
State Employees' Credit Union Rocky Mount NC 11/2019 02/2021
Tastee Thai Cuisine Greenville NC 02/2019 10/2019
Capel Rugs Greenville NC 04/2018 01/2019
East Carolina University Greenville NC 08/2018 06/2019
East Carolina University Greenville NC 08/2014 06/2018
The Bank Of Southside Virginia Carson VA 05/2017 08/2017
Harring Construction Midlothian VA 05/2016 08/2018
  • 11/2020 → Present
    Royal Alliance
    Midlothian, VA
  • 11/2019 → 02/2021
    State Employees' Credit Union
    Rocky Mount, NC
  • 02/2019 → 10/2019
    Tastee Thai Cuisine
    Greenville, NC
  • 04/2018 → 01/2019
    Capel Rugs
    Greenville, NC
  • 08/2018 → 06/2019
    East Carolina University
    Greenville, NC
  • 08/2014 → 06/2018
    East Carolina University
    Greenville, NC
  • 05/2017 → 08/2017
    The Bank Of Southside Virginia
    Carson, VA
  • 05/2016 → 08/2018
    Harring Construction
    Midlothian, VA
Other Businesses

1. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2020 ADDRESS: 6500 Harbour View Ct. Ste 101, Midlothian VA 23112, United States DESCRIPTION: I am a financial planner. I assist Kenneth Kapinskis in planning and presenting financial plans to his clients. Furthermore, I help with the business preparation and submission process. Soon I will begin to work with my own clients while remaining a part of Kenneth's team. I will perform similar planning functions for those clients and make investment recommendations when warranted. 2. MATTHEW JACOB WILSON POSITION: Insurance Broker. NATURE: Insurance Brokerage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/09/2026 ADDRESS: 6500 Harbour View Ct., Ste 101, Midlothian VA 23112, United States DESCRIPTION: I solicit fixed insurance products for clients who need insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-05
  • S66 Uniform Combined State Law Examination
    2021-07-05
Other Names
  • Matt Wilson

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