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Ian Wilson

Prospera Financial Services, Inc.

Cincinnati, OH

St. Petersburg, FL

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Current Employers
Prospera Financial Services, Inc.

5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-18
OH RA APPROVED 2024-06-17
  • FL RA
    APPROVED
    Since 2024-06-18
  • OH RA
    APPROVED
    Since 2024-06-17

Branch Locations

250 W Court Street Suite 125E, Cincinnati, OH 45202 • United States

St. Petersburg, FL • 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
Epic Madison WI 06/2014 03/2018
Extended Travel- Unemployed Madison WI 03/2018 09/2018
Naviant Madison WI 09/2018 10/2021
Alinea Engage Milwaukee WI 11/2021 05/2023
Unemployed St Petersburg FL 05/2023 08/2023
Prospera Financial Services Inc Dallas TX 08/2023 Present
  • 06/2014 → 03/2018
    Epic
    Madison, WI
  • 03/2018 → 09/2018
    Extended Travel- Unemployed
    Madison, WI
  • 09/2018 → 10/2021
    Naviant
    Madison, WI
  • 11/2021 → 05/2023
    Alinea Engage
    Milwaukee, WI
  • 05/2023 → 08/2023
    Unemployed
    St Petersburg, FL
  • 08/2023 → Present
    Prospera Financial Services Inc
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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