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Martha Pawelek Wilson

Osaic Institutions, Inc.

Fort Myers, FL

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-17
  • FL RA
    APPROVED
    Since 2025-03-17

Branch Locations

8695 College Parkway, Fort Myers, FL 33919 • 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
Jp Morgan Chase Bank N.A Fort Myers FL 09/2015 12/2016
Jpmorgan Securities Llc Fort Myers FL 12/2016 05/2023
Lee County - Human & Veteran Services Fort Myers FL 06/2023 06/2023
Ubs Financial Services Inc. Fort Myers FL 06/2023 10/2023
Evolution Retirement Services Fort Myers FL 11/2023 01/2025
Evolution Wealth Management Inc. Fort Myers FL 03/2024 01/2025
Finemark National Bank & Trust Fort Myers FL 02/2025 Present
Osaic Institutions, Inc. Meriden CT 02/2025 Present
  • 09/2015 → 12/2016
    Jp Morgan Chase Bank N.A
    Fort Myers, FL
  • 12/2016 → 05/2023
    Jpmorgan Securities Llc
    Fort Myers, FL
  • 06/2023 → 06/2023
    Lee County - Human & Veteran Services
    Fort Myers, FL
  • 06/2023 → 10/2023
    Ubs Financial Services Inc.
    Fort Myers, FL
  • 11/2023 → 01/2025
    Evolution Retirement Services
    Fort Myers, FL
  • 03/2024 → 01/2025
    Evolution Wealth Management Inc.
    Fort Myers, FL
  • 02/2025 → Present
    Finemark National Bank & Trust
    Fort Myers, FL
  • 02/2025 → Present
    Osaic Institutions, Inc.
    Meriden, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-09
  • S65 Uniform Investment Adviser Law Examination
    2024-03-09
Other Names
  • Leeann Pawelek
  • Martha Pawelek
  • Martha L Pawelek
  • Martha Leeann Pawelek
  • Martha Pawelek Wilson
  • Martha P Wilson
  • Martha Wilson

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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