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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

RICHARD OMAR WILSON

Advisor at OSAIC ADVISORY SERVICES, LLC

BOISE, ID | MERIDIAN, ID

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Search this name across graphsid dfx:ria:000c2e91-f913-a2bd-e543-9ea92cada862

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: May 16, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 2
Registered states: 1
Exams: S65|S63
First exam: Jul 1, 1998
First registration: May 16, 2002
Dual registered: yes, broker-dealer
Other names: RICK O WILSON|RICHARD WILSON|RICK WILSON
IAPD individual key: 3056011

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 11, 2026	n/a	yes	BOISE, ID	Current employment
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 7, 2025	n/a	yes	MERIDIAN, ID	Current employment
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Nov 14, 2025	Sep 11, 2026	no	Meridiam, ID\|MERIDEN, CT	Previous registration
PFG ADVISORS	Independent wealth	Mar 15, 2024	Nov 10, 2025	no	Meridian, ID	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 19, 2020	Mar 27, 2024	no	Boise, ID\|Meridian, ID	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 1, 2017	Jun 4, 2020	no	BEND, OR\|Bend, OR\|SALT LAKE CITY, UT	Previous registration
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Former SEC adviser	Apr 1, 2015	Aug 2, 2017	no	KENNEWICK, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Mar 21, 2012	Apr 2, 2015	no	BENTON CITY, WA\|WENATCHEE, WA\|ROYAL CITY, WA\|Kennewick, WA\|MOSES LAKE, WA\|OTHELLO, WA\|EPHRATA, WA\|TONASKET, WA\|Walla Walla, WA\|Pasco, WA\|WARDEN, WA\|Richland, WA\|RICHLAND, WA\|Kennewick, WA\|Prosser, WA\|MOSES LAKE, WA\|EPHRATA, WA\|ROYAL CITY, WA\|WARDEN, WA\|Kennewick, WA\|Pasco, WA\|WENATCHEE, WA\|OTHELLO, WA\|TONASKET, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 30, 2010	Apr 19, 2012	no	FORT MILL, SC\|RICHLAND, WA\|RICHLAND, WA\|WALLA WALLA, WA\|WALLA WALLA, WA\|WALLA WALLA, WA\|WENATCHEE, WA\|WEST RICHLAND, WA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Oct 5, 2009	Oct 7, 2010	no	PASCO, WA\|SAN DIEGO, CA\|WEST RICHLAND, WA\|RICHLAND, WA\|RICHLAND, WA\|KENNEWICK, WA\|KENNEWICK, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 20, 2007	Oct 13, 2009	no	MISSOULA, MT\|MISSOULA, MT\|FORT MILL, SC\|MISSOULA, MT	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jun 1, 2006	Jul 23, 2007	no	MISSOULA, MT\|MISSOULA, MT	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 20, 2004	Jun 5, 2006	no	COEUR D'ALENE, ID\|COEUR D'ALENE, ID	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Feb 14, 2003	Jul 28, 2004	no	SPOKANE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 16, 2002	Feb 21, 2003	no	RICHLAND, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC INSTITUTIONS, INC.	LPL FINANCIAL LLC	Sep 11, 2026	Sep 11, 2026	0	Firm change	Ibd to ibd
PFG ADVISORS	OSAIC ADVISORY SERVICES, LLC	Nov 10, 2025	Nov 7, 2025	-3	Firm change	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	PFG ADVISORS	Mar 27, 2024	Mar 15, 2024	-12	Firm change	Ibd to RIA
LPL FINANCIAL LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Jun 4, 2020	May 19, 2020	-16	Firm change	Ibd to ibd
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	LPL FINANCIAL LLC	Aug 2, 2017	Aug 1, 2017	-1	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	Apr 2, 2015	Apr 1, 2015	-1	Firm change	Other
LPL FINANCIAL LLC	U.S. BANCORP INVESTMENTS, INC.	Apr 19, 2012	Mar 21, 2012	-29	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Oct 7, 2010	Sep 30, 2010	-7	Firm change	Other
LPL FINANCIAL LLC	CUSO FINANCIAL SERVICES, L.P.	Oct 13, 2009	Oct 5, 2009	-8	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	LPL FINANCIAL LLC	Jul 23, 2007	Jul 20, 2007	-3	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO INVESTMENTS, LLC	Jun 5, 2006	Jun 1, 2006	-4	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jul 28, 2004	Jul 20, 2004	-8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO INVESTMENTS, LLC	Feb 21, 2003	Feb 14, 2003	-7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
35371:6413:CT:2026-09-11	Sep 11, 2026	Sep 11, 2026	MERIDEN, CT	Firm change
173344:171070:ID:2025-11-01	Nov 10, 2025	Nov 7, 2025	MERIDIAN, ID	Firm change
6363:173344:ID:2024-03-20	Mar 27, 2024	Mar 15, 2024	BOISE, ID	Firm change

Relationships

Registered with (11)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 1, 2017 to Jun 4, 2020factForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Nov 7, 2025 to presentfactForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Nov 14, 2025 to Sep 11, 2026factForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Mar 15, 2024 to Nov 10, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 19, 2020 to Mar 27, 2024factForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserregistration: previous registration
Apr 1, 2015 to Aug 2, 2017factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 21, 2012 to Apr 2, 2015factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Oct 5, 2009 to Oct 7, 2010factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 1, 2006 to Jul 23, 2007factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 20, 2004 to Jun 5, 2006factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 16, 2002 to Feb 21, 2003factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Richard Omar Wilson left Osaic Institutions, Inc. for Lpl Financial Llc (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Nov 10, 2025
Advisor changed firm
Richard Omar Wilson left Pfg Advisors for Osaic Advisory Services, Llc (registered 2025-11-07)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Advisor changed firm
Richard Omar Wilson left Ameriprise Financial Services, Llc for Pfg Advisors (registered 2024-03-15)
Form ADVobserved 4 days ago