Don F. Wilkinson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Don Franklin Wilkinson was a registered financial professional .
Don is a previously registered financial professional and started their career in finance in 1982. Don had worked at 6 firms and has passed the Series 65, Series 63, Series 62, Series 2, Series 6, Series 22, Series 26 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 23, 2008 - August 10, 2011
FAMILY OFFICE CONSULTING, LLC
March 10, 2000 - January 31, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
April 23, 1998 - December 31, 2016
DFW & ASSOCIATES
October 6, 1997 - January 31, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
March 5, 1990 - September 26, 1997
FSC SECURITIES CORPORATION
March 11, 1986 - December 19, 1990
WINDSOR GROUP SECURITIES
July 12, 1982 - February 9, 1990
BOARDWALK CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 10/13/1989
Corporate Securities Limited Representative ExaminationSeries 2
Date: 5/22/1987
Non-Member General Securities ExaminationCurrent firm
No current employment
Red Flags
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