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Wilmer Ernesto Fernandez Dominguez

Osaic Advisory Services, LLC

Atlanta, GA

Plantation, FL

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-13
  • FL RA
    APPROVED
    Since 2023-10-13

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

900 S. Pine Island Rd Suite 650, Plantation, FL 33324 • 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
United Capital Financial Advisers, Llc Newport Beach CA 12/2016 09/2023
None Hollywood FL 08/2016 12/2016
Girard Securities San Diego CA 12/2016 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2020
Triad Advisors Norcross GA 09/2023 08/2024
Triad Hybrid Solutions Norcross GA 09/2023 Present
Osaic Wealth, Inc. Plantation FL 08/2024 Present
  • 12/2016 → 09/2023
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 08/2016 → 12/2016
    None
    Hollywood, FL
  • 12/2016 → 11/2017
    Girard Securities
    San Diego, CA
  • 11/2017 → 08/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → 08/2024
    Triad Advisors
    Norcross, GA
  • 09/2023 → Present
    Triad Hybrid Solutions
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Plantation, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-12-17
S65 Uniform Investment Adviser Law Examination 2016-04-08
  • S63 Uniform Securities Agent State Law Examination
    2018-12-17
  • S65 Uniform Investment Adviser Law Examination
    2016-04-08

View on SEC IAPD

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Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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