Willard Leon Wood

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-01-24

MS RA
APPROVED

Since 2025-01-24

Branch Locations

1675 Lakeland Drive Suite 500, Jackson, MS 39216 • 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

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Jackson	MS	01/1992	01/2025
Osaic Wealth, Inc.	Jackson	MS	01/2025	Present

01/1992 → 01/2025

Lincoln Financial Advisors Corporation

Jackson, MS
01/2025 → Present

Osaic Wealth, Inc.

Jackson, MS

Previous Registrations

1996-05-02 → 2025-01-24

Osaic Fa, Inc.

Jackson, MS

Other Businesses

1) NAME AND ADDRESS: WILLARD L WOOD JR., 1675 LAKELAND DR, SUITE 500, JACKSON MS 39216-4846 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE/POSITION: AGENT DUTIES: SALES AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 02/01/09 APPROXIMATE HOURS PER MONTH: 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS 15 2) Willard L Wood Jr LLC, 1675 Lakeland Dr, STE 500, Jackson MS Category: Legal Entity/LLC Investment Related: No Title: Owner Duties: own LLC Start Date: 09/2020 Hours per Month: 0 Hours per Month during trading hours: 0 Update Form BR: No

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-12-15

S63 Uniform Securities Agent State Law Examination

1992-12-15

View on SEC IAPD