Wade Shannon Wilkinson

Current Employers

Employment History

• 01/1995 → 09/2020
  Securities Service Network, Inc.
  Knoxville, TN
• 04/2003 → 09/2020
  Ssn Advisory, Inc.
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America, Inc.
  Knoxville, TN
• 09/2020 → 06/2024
  Securities America Advisors
  Knoxville, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Knoxville, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Knoxville, TN

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Knoxville, TN
• 2004-01-22 → 2020-09-30
  Ssn Advisory, Inc.
  Knoxville, TN

Other Businesses

1. COGDILL CAPITAL LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/09/2008 ADDRESS: 9729 Cogdill Rd, Suite 301, Knoxville TN 37932 DESCRIPTION: Managing Member handling all management of property 2. WILKINSON FAMILY LIMITED PARTNERSHIP POSITION: General Partner NATURE: General Partner in my family's real estate business INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/05/2019 ADDRESS: 205 Hwy 76, White House TN 37188 DESCRIPTION: General Partner along with 2 sisters- all decisions are made as a group 3. SAA POSITION: Advisor NATURE: Affiliation with SAI Corporate RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/20/2020 ADDRESS: 9447 Twin Branch Dr, Knoxville TN 37922 DESCRIPTION: Wealth management but currently haven't offered services or have any clients 4. SELF POSITION: Sales NATURE: Fixed Annuities and Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2023 ADDRESS: 9729 Cogdill Rd. Suite 303, Knoxville TN 37932 DESCRIPTION: Sale of fixed annuities and life insurance through Highland Capital. 5. FAMILY TRUST UNDER WILL OF JOE S. WILKINSON POSITION: Co-Trustee NATURE: Co-Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 2307 Clipper Ln, Knoxville TN 37922 DESCRIPTION: Co-Trustee along with siblings of my deceased father's family trust 6. TRUSTEE. TRUST UW SUE WILKINSON POSITION: Trustee NATURE: Trustee, Trust UW of Sue Wilkinson INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/16/2023 ADDRESS: 2307 Clipper Ln, Knoxville TN 37922 DESCRIPTION: Administering all aspects of trust 7. FORT LOUDON FINANCIAL LLC POSITION: Managing Partner NATURE: Fort Loudon LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/30/2020 ADDRESS: 9729 Cogdill Rd., Suite 303, Knoxville TN 37932, United States DESCRIPTION: DBA for RR activities

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-09