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Christopher R Wilsey

Osaic Wealth, Inc.

Raleigh, NC

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-23
  • NC RA
    APPROVED
    Since 2024-08-23

Branch Locations

Raleigh, NC • 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
Triad Advisors Norcross GA 04/2021 08/2024
Rsr Marketing Raleigh NC 01/2001 12/2019
Self Raleigh NC 01/2020 04/2021
Osaic Wealth, Inc. Raleigh NC 08/2024 Present
  • 04/2021 → 08/2024
    Triad Advisors
    Norcross, GA
  • 01/2001 → 12/2019
    Rsr Marketing
    Raleigh, NC
  • 01/2020 → 04/2021
    Self
    Raleigh, NC
  • 08/2024 → Present
    Raleigh, NC
Previous Registrations
  • 2023-12-13 → 2024-08-23
    Triad Advisors Llc
    Raleigh, NC
    Raleigh, NC
  • 2021-06-22 → 2023-12-13
    Capital Asset Management Corporation
    Raleigh, NC
Other Businesses

1. RSR Marketing Solutions; Investment related: no; 10417 Leslie Drive, Raleigh, NC 27615; Nature or Structure of Business: LLC; Position: Consultant; Start date: 06/16/2023; hours per month: <40; securities trading hours 20; Duties: Business research in support of marketing plan development. This is a one-time project in which I anticipate spending a total of about 80 hours between January and the end of March 2024. I will function as an independent contractor for a business I was associated with from 2000 to 2020. This OBA involves no marketing on my part - I am responding to an inbound request for help on a specific project that will be completed during the first quarter of 2024 2. RSR MARKETING SOLUTIONS POSITION: Consultant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/16/2023 ADDRESS: 10417 Leslie Drive, Raleigh NC 27615, United States DESCRIPTION: Duties: Business research in support of marketing plan development. I function as an independent contractor for a business I was associated with from 2000 to 2020. This OBA involves no marketing on my part - I occasionally respond to inbound requests for help on ad hoc projects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-28
  • S66 Uniform Combined State Law Examination
    2021-03-28
Other Names
  • Christopher Wilsey

View on SEC IAPD

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