William John Wilson

Current Employers

Employment History

• 12/2011 → 12/2020
  Freedom Financial Strategies
  Bartesville, OK
• 12/2011 → Present
  Financial Advisor Network Llc
  Tulsa, OK
• 09/2014 → 06/2021
  Voya Financial Advisors
  Bartlesville, OK
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-11-23 → 2021-06-09
  Voya Financial Advisors, Inc.
  Norman, OK
  Tulsa, OK
  Bartlesville, OK
• 2010-03-01 → 2011-09-07
  Morgan Stanley
  Oklahoma City, OK

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2360 NOWATA PL; BARTLESVILLE; OK; 74006; Fixed Insurance Sales; Independent Insurance Agent; 10/27/2011; 160; 160; Sales of fixed insurance products 2. NAME OF ENTITY:WILLIAM WILSON-TENNIS COACH; No; 1700 SE BARLOW DR #93; BARTLESVILLE; OK; 74006; TEACH TENNIS; TENNIS COACH; 10/1/2011; 1; 0; TEACH AND DRILL BASIC TENNIS STROKES,STRATEGIES. 3.NAME OF ENTITY: Volunteer Pickleball Referee; No; 2360 NOWATA PLACE; BARTLESVILLE; OK; 74006; Volunteering to referee Pickleball matches in tournaments; Referee; 6/15/2018; 2; 0; Referee a Pickleball match at a tournament 4. NAME OF ENTITY: Bill Wilson Ministry; No; 1647 King Drive, Apt. 315; Bartlesville; OK; 74006; Occasional Bible Teaching and ministry opportunities which might bring an honorarium.; Minister; 11/23/2018; 8; 0; To speak, teach, pray with or in other ways minister to individuals or groups. 5. NAME OF ENTITY: Restoration Ranch; No; 32662 N. 3970 Rd; Ramona; OK; 74061; Rental Steel Building; Owner; 6/15/2020; 2; 0; Make sure renters keep property clean and safe for everyone on the property. Collect rent each month. 6. NAME OF ENTITY: Jones Financial Partners; Yes; 2360 Nowata Place, Suite A; Bartlesville; OK; 74006; Financial Services/DBA; Senior Partner; 5/31/2021; 200; 100; Sale and Service Insurance, Securities, and Investment Products| 7. NAME OF OTHER BUSINESS: RESTORATION RANCH, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: NON-PROFIT MINISTRY AND RV CAMPING, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: SECRETARY/PARTNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: MAINTAIN RECORDS OF ACTIVITIES, AND OTHER SERVICES; 8. NAME OF OTHER BUSINESS: ELECTION JUDGE/CLERK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ELECTION JUDGE/CLERK START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: ELECTION JUDGE/CLERK APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ELECTION ASSISTANCE;

Exams

• S66 Uniform Combined State Law Examination
  2010-02-27