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Jordan Williams

Osaic Institutions, Inc.

Weaverville, NC

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-27
  • NC RA
    APPROVED
    Since 2026-03-27

Branch Locations

5 North Ridge Commons Parkway, Weaverville, NC 28787 • 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
Hometrust Bank Asheville NC 03/2025 Present
Unemployed Asheville NC 02/2025 03/2025
Ntca - The Rural Broadband Association Asheville NC 04/2024 02/2025
Hometrust Bank Asheville NC 02/2022 03/2024
Hometrust Bank Asheville NC 08/2020 02/2022
Unemployed Asheville NC 09/2019 08/2020
Professional Sports Catering Asheville NC 04/2019 09/2019
Unemployed Asheville NC 03/2018 03/2019
American Eagle Outfitters Asheville NC 12/2016 09/2018
Unemployed Weaverville NC 06/2015 12/2016
Osaic Institutions, Inc. Meriden CT 03/2025 Present
  • 03/2025 → Present
    Hometrust Bank
    Asheville, NC
  • 02/2025 → 03/2025
    Unemployed
    Asheville, NC
  • 04/2024 → 02/2025
    Ntca - The Rural Broadband Association
    Asheville, NC
  • 02/2022 → 03/2024
    Hometrust Bank
    Asheville, NC
  • 08/2020 → 02/2022
    Hometrust Bank
    Asheville, NC
  • 09/2019 → 08/2020
    Unemployed
    Asheville, NC
  • 04/2019 → 09/2019
    Professional Sports Catering
    Asheville, NC
  • 03/2018 → 03/2019
    Unemployed
    Asheville, NC
  • 12/2016 → 09/2018
    American Eagle Outfitters
    Asheville, NC
  • 06/2015 → 12/2016
    Unemployed
    Weaverville, NC
  • 03/2025 → Present
    Osaic Institutions, Inc.
    Meriden, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-26
  • S66 Uniform Combined State Law Examination
    2026-03-26

View on SEC IAPD

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Other Offices

FIFTH THIRD SECURITIES, INC. · WEAVERVILLE, NC
WELLS FARGO CLEARING SERVICES, LLC · WEAVERVILLE, NC
EDWARD JONES · WEAVERVILLE, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Weaverville, NC
EDWARD JONES · WEAVERVILLE, NC
CREDIT UNION INVESTMENT SERVICES · Weaverville, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Weaverville, NC
LPL FINANCIAL LLC · ASHEVILLE, NC

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