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EW

Eric A. Wilder

WOBD
Westerville, OH 43081
Some features on this profile are disabled
CRD#: 5662370
EW

Professional summary

Eric Alan Wilder is a registered financial professional currently at WOBD, LLC located in Westerville, Ohio.

Eric is registered as a RR (Registered Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric Alan Wilder's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 30, 2019 - Present

WOBD, LLC

Office #1: 4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
BD
CRD#: 285537
Westerville, OH
Past

January 2, 2019 - September 10, 2019

LUMENT SECURITIES, LLC

BD
CRD#: 14840
COLUMBUS, OH
Past

June 28, 2013 - January 2, 2019

LANCASTER POLLARD & CO., LLC

BD
CRD#: 24110
COLUMBUS, OH
Past

April 30, 2009 - June 27, 2013

LUMENT SECURITIES, LLC

BD
CRD#: 14840
COLUMBUS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(10/1/2019)

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 4/29/2009
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WL
WOBD, LLC
WOBD, LLC

CRD#: 285537 / SEC#: , 8-69852

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Mailing Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Phone number
(614) 741-7600
Established
Ohio since 07/21/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WHITE OAK PARTNERS, LLCOWNER
ADKINSON, CHRISTOPHER DAVIDCCO2640950
MENZER, MICHAEL JAMESCEO1597360
WILDER, ERIC ALANFINOP5662370

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WOBD, LLC

CRD#: 285537Westerville, OH 43081

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