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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

JOSEPH LEE WILDER

Advisor at LPL FINANCIAL LLC

MEMPHIS, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2004 to Sep 14, 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: LPL FINANCIAL 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: Sep 26, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 26, 2002
First registration: Mar 15, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4579175

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	Oct 31, 2023	n/a	yes	MEMPHIS, TN	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Dec 11, 2012	Oct 31, 2023	no	MEMPHIS, TN\|Memphis, TN	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Oct 31, 2023	no	Fort Washington, PA\|MEMPHIS, TN\|Memphis, TN\|Union, KY	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	May 14, 2009	Jun 1, 2012	no	MEMPHIS, TN	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 15, 2004	Jan 12, 2009	no	GERMANTOWN, TN\|GERMANTOWN, TN	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
CAPITAL ANALYSTS	LPL FINANCIAL LLC	Oct 31, 2023	Oct 31, 2023	0	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Oct 31, 2023	Dec 11, 2012	-3,976	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other
SECURIAN FINANCIAL SERVICES, INC.	CINCINNATI ANALYSTS, INC	Jan 12, 2009	May 14, 2009	122	Firm change	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 31, 2023 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Dec 11, 2012 to Oct 31, 2023factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Oct 31, 2023factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
May 14, 2009 to Jun 1, 2012factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 15, 2004 to Jan 12, 2009factForm ADV

Dated events

Occurred
Oct 31, 2023
Advisor changed firm
Joseph Lee Wilder left Capital Analysts for Lpl Financial Llc (registered 2023-10-31)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2023
Advisor changed firm
Joseph Lee Wilder left Lincoln Investment for Capital Analysts (registered 2012-12-11)
Form ADVobserved 5 days ago