Jacob Tyler Wilsie

Current Employers

Arax Advisory Partners

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-30

TX RA
APPROVED

Since 2026-07-30

Branch Locations

2101 Cedar Springs Rd Suite 1850, Dallas, TX 75201 • United States

10 East 53Rd Street 14Th Floor, New York, NY 10022 • 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

Organization	City	State	From	To
Shattuck National Bank	Shattuck	TX	05/2020	08/2020
Cetera Financial Group	Fort Worth	TX	06/2019	08/2019
Oklahoma State University	Stillwater	OK	08/2019	05/2020
Oklahoma State University	Stillwater	OK	08/2020	06/2021
Oklahoma State University	Stillwater	OK	08/2017	08/2019
Freeman Toyota	Hurst	TX	08/2016	08/2021
Fidelity Investments	Westlake	TX	06/2021	12/2022
Unemployed	Edmond	OK	12/2022	02/2023
Summit Financial	Oklahoma City	OK	02/2023	03/2023
Cetera Advisor Networks	Edmond	OK	02/2023	03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oklahoma City	OK	06/2023	11/2024
Copper Creek Consulting Inc	Oklahoma	OK	03/2023	06/2023
Northwest High School	Justin	TX	01/2014	08/2017
Bank Of America, N.A.	Oklahoma City	OK	08/2023	11/2024
Oklahoma Central C U	Tulsa	OK	04/2025	07/2026
Lpl Financial Llc	Tulsa	OK	04/2025	07/2026
Unemployed	Edmond	OK	11/2024	04/2025
Usca Securities Llc	Dallas	TX	07/2026	Present

05/2020 → 08/2020

Shattuck National Bank

Shattuck, TX
06/2019 → 08/2019

Cetera Financial Group

Fort Worth, TX
08/2019 → 05/2020

Oklahoma State University

Stillwater, OK
08/2020 → 06/2021

Oklahoma State University

Stillwater, OK
08/2017 → 08/2019

Oklahoma State University

Stillwater, OK
08/2016 → 08/2021

Freeman Toyota

Hurst, TX
06/2021 → 12/2022

Fidelity Investments

Westlake, TX
12/2022 → 02/2023

Unemployed

Edmond, OK
02/2023 → 03/2023

Summit Financial

Oklahoma City, OK
02/2023 → 03/2023

Cetera Advisor Networks

Edmond, OK
06/2023 → 11/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oklahoma City, OK
03/2023 → 06/2023

Copper Creek Consulting Inc

Oklahoma, OK
01/2014 → 08/2017

Northwest High School

Justin, TX
08/2023 → 11/2024

Bank Of America, N.A.

Oklahoma City, OK
04/2025 → 07/2026

Oklahoma Central C U

Tulsa, OK
04/2025 → 07/2026

Lpl Financial Llc

Tulsa, OK
11/2024 → 04/2025

Unemployed

Edmond, OK
07/2026 → Present

Usca Securities Llc

Dallas, TX

Previous Registrations

2025-04-01 → 2025-06-10

Lpl Financial Llc

Tulsa, OK

Tulsa, OK

Muskogee, OK

Tulsa, OK

San Diego, CA
2023-07-20 → 2024-11-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oklahoma City, OK
2023-03-03 → 2023-03-09

Cetera Wealth Services, Llc

Oklahoma City, OK
2021-10-25 → 2023-01-11

Fidelity Personal And Workplace Advisors

Westlake, TX

Other Businesses

1) 03/2025 - Energy One Retirement & Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 03/2025 - MEMBERS Financial Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 04/28/2025 - Oklahoma Central Financial Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) - Start Date:04/01/2025 - 200 Hrs/Mth - 200 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-20

S66 Uniform Combined State Law Examination

2021-10-20

Other Names

Jacob Tyler Wilsie
Jacob Wilsie
Jacob T Wilsie

View on SEC IAPD