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William Albert Wilson

Osaic Wealth, Inc.

Lexington, KY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-24
  • KY RA
    APPROVED
    Since 2025-01-24

Branch Locations

3217 Summit Square Place Suite 200, Lexington, KY 40509 • 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
Jefferson Standard Life Ins. Lexington KY 04/1984 Present
Lincoln Financial Securities Corporation Lexington KY 07/2008 01/2025
Osaic Wealth, Inc. Lexington KY 01/2025 Present
  • 04/1984 → Present
    Jefferson Standard Life Ins.
    Lexington, KY
  • 07/2008 → 01/2025
    Lincoln Financial Securities Corporation
    Lexington, KY
  • 01/2025 → Present
    Lexington, KY
Previous Registrations
  • 1998-02-19 → 2025-01-24
    Osaic Fs, Inc.
    Lexington, KY
    Cincinnati, OH
Other Businesses

1) GENESIS, LLC 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON, KY 40509 CATEGORY: REAL ESTATE INVESTMENT-RELATED: YES TITLE: PARTNER DUTIES: COLLECT RENT AND DO ALL DUTIES ASSOCIATED WITH BEING A LANDLORD. START DATE: 12/04 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2) AL WILSON / THOROUGHBRED AGENCY 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON KENTUCKY 40509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERING FIXED ANNUITIES. REFER CLIENTS AND CLIENTS OF AGENTS THAT I SERVICE TO STRUCTURED SETTLEMENT BROKER. A STRUCTURED SETTLEMENT IS A FIXED ANNUITY MANUFACTURED TO FIT A SPECIAL SITUATION. START DATE: 9/1/2008 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) THOROUGHBRED FINANCIAL AGENCY 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON, KY. 40509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY, FIXED AND TRADITIONAL INSURANCE PRODUCTS AS WELL AS INDEXED ANNUITIES, LIFE SETTLEMENTS, WHOLESALING, AND PREMIUM FINANCING. START DATE: 2/09 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 4) EAGIL LIFE SETTLEMENTS POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2025 ADDRESS: 50 Tice Blvd., Woodcliff Lake NJ 07677, United States DESCRIPTION: Sale of Life Settlements and Sale of Life Insurance, sometimes to the same client in the same plan. 5) EAGIL FINANCIAL GROUP LLC POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2025 ADDRESS: 50 Tice Blvd., Woodcliff Lake, NJ 07677, United States DESCRIPTION: Fixed Life and Fixed Annuity Sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-12-08
  • S63 Uniform Securities Agent State Law Examination
    1986-12-08
Other Names
  • Al Wilson

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