Best Investors Account Sign in
Claim This Profile
Current Employers
Omega Wealth Private Capital Llc

7870 E. Kemper Road #430, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-03
IN RA APPROVED 2023-11-09
OH RA APPROVED 2022-01-24
  • KY RA
    APPROVED
    Since 2025-10-03
  • IN RA
    APPROVED
    Since 2023-11-09
  • OH RA
    APPROVED
    Since 2022-01-24

Branch Locations

7870 E. Kemper Road #430, Cincinnati, OH 45249 • 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
Gf Investment Services Llc Sarasota FL 07/2014 03/2019
Global Financial Private Capital, Llc Sarasota FL 07/2014 03/2019
Tap Insurance, Llc Dba Olson & Wilson Insurance Cincinnati OH 01/2017 07/2024
Lakota East High School Liberty Township OH 08/2016 12/2021
Ae Wealth Management, Llc Topeka KS 03/2019 03/2022
Trilogy Private Capital West Chester OH 07/2014 01/2017
Omega Wealth Private Capital Llc Cincinnati OH 11/2020 Present
Omega Wealth Private Capital Llc Cincinnati OH 12/2021 Present
Wilson Private Capital, Llc Cincinnati OH 07/2024 Present
  • 07/2014 → 03/2019
    Gf Investment Services Llc
    Sarasota, FL
  • 07/2014 → 03/2019
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 01/2017 → 07/2024
    Tap Insurance, Llc Dba Olson & Wilson Insurance
    Cincinnati, OH
  • 08/2016 → 12/2021
    Lakota East High School
    Liberty Township, OH
  • 03/2019 → 03/2022
    Topeka, KS
  • 07/2014 → 01/2017
    Trilogy Private Capital
    West Chester, OH
  • 11/2020 → Present
    Cincinnati, OH
  • 12/2021 → Present
    Cincinnati, OH
  • 07/2024 → Present
    Wilson Private Capital, Llc
    Cincinnati, OH
Previous Registrations
  • 2019-03-01 → 2022-03-28
    Cincinatti, OH
  • 2014-07-18 → 2019-03-01
    Global Financial Private Capital, Inc.
    West Chester, OH
    Sarasota, FL
    Cincinnati, OH
  • 2009-10-05 → 2014-07-29
    Cincinnati, OH
  • 2009-05-27 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Blue Ash, OH
  • 2008-01-01 → 2009-05-26
    Cincinnati, OH
  • 2006-08-31 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Cincinnati, OH
    St. Louis, MO
Other Businesses

WILSON PRIVATE CAPITAL, LLC; YES INVESTMENT RELATED; 7870 EAST KEMPER ROAD, SUITE 430, CINCINNATI, OH 45249; INSURANCE SALES; MANAGING MEMBER/LICENSED AGENT; START DATE 07/2024; APPROX 160 HRS/MONTH; APPROX 156 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-21
  • S66 Uniform Combined State Law Examination
    2006-07-21
Other Names
  • Joe Roe Wilson
  • Joseph R. Wilson
  • Joseph R. Wilson
  • Joe Wilson
  • Jody Wilson
  • Joe R Wilson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor