DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

Chad Preston Wilson

Advisor at OSAIC WEALTH, INC.

JACKSON, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b806b01-d2d2-6f8e-b4d5-174b71ec982b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 5, 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: OSAIC WEALTH, INC.
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: Aug 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: May 13, 2002
First registration: Mar 5, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4518233

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
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	n/a	yes	JACKSON, TN	Current employment
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 2, 2019	Jun 14, 2024	no	JACKSON, TN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 28, 2018	Dec 2, 2019	no	Jackson, TN	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Aug 16, 2007	Sep 25, 2018	no	MCKENZIE, TN\|PARIS, TN\|JACKSON, TN\|SAN ANTONIO, TX\|JACKSON, TN\|PARIS, TN\|Danville, KY	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Mar 5, 2004	Nov 12, 2004	no	JACKSON, 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
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	SECURITIES AMERICA ADVISORS, INC.	Dec 2, 2019	Dec 2, 2019	0	Firm change	Ibd to ibd
INVESTMENT PROFESSIONALS, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 25, 2018	Jun 28, 2018	-89	Bulk transfer	Ibd to ibd
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	INVESTMENT PROFESSIONALS, INC.	Nov 12, 2004	Aug 16, 2007	1,007	Firm change after gap	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 2, 2019 to Jun 14, 2024factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 28, 2018 to Dec 2, 2019factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Aug 16, 2007 to Sep 25, 2018factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Mar 5, 2004 to Nov 12, 2004factForm ADV

Dated events

No dated event names this entity yet.