Joshua James Wilson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2023-04-14
MD	RA	APPROVED	2023-04-14
OH	RA	APPROVED	2022-07-05
TX	RA	APPROVED	2016-01-19

Branch Locations

5905 E Galbraith Rd, Cincinnati, OH 45236 • United States

Dayton, OH • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	11/2015	Present
Bank Of America, N.A.	Hunt Valley	MD	01/2016	Present

11/2015 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
01/2016 → Present

Bank Of America, N.A.

Hunt Valley, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-12

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