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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

David Paul Wilson

Advisor at OSAIC INSTITUTIONS, INC.

Haverford, PA

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Search this name across graphsid dfx:ria:b2998acc-6efb-0d6a-08bf-833072244cdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 28, 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 INSTITUTIONS, 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: Dec 10, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 10, 1992
First registration: May 28, 2004
Dual registered: yes, broker-dealer
Other names: DAVID WILSON|DAVID PAUL WILSON|DAVID P WILSON JR.|DAVID P WILSON
IAPD individual key: 2298962

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 INSTITUTIONS, INC.	Bd affiliated wealth	Dec 13, 2024	n/a	yes	Haverford, PA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 13, 2015	Dec 2, 2024	no	PHILADELPHIA, PA\|Ocean City, NJ\|Bryn Mawr, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 23, 2015	no	WAYNE, PA\|Bryn Mawr, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WAYNE, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	May 26, 2006	Apr 2, 2007	no	WAYNE, PA	Previous registration
LEHMAN BROTHERS INC.	n/a	May 28, 2004	Jun 8, 2006	no	PHILADELPHIA, PA\|PHILADELPHIA, PA	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
J.P. MORGAN SECURITIES LLC	OSAIC INSTITUTIONS, INC.	Dec 2, 2024	Dec 13, 2024	11	Firm change	Wirehouse to ibd
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Mar 23, 2015	Mar 13, 2015	-10	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
LEHMAN BROTHERS INC.	MORGAN STANLEY DW INC.	Jun 8, 2006	May 26, 2006	-13	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
149777:79:PA:2015-03-23	Mar 23, 2015	Mar 13, 2015	BRYN MAWR, PA	Firm change

Relationships

Registered with (6)

→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: current employment
Dec 13, 2024 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 13, 2015 to Dec 2, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 23, 2015factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 26, 2006 to Apr 2, 2007factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
May 28, 2004 to Jun 8, 2006factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
David Paul Wilson left J.P. Morgan Securities Llc for Osaic Institutions, Inc. (registered 2024-12-13)
Form ADVobserved 4 days ago