Samuel B. 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.
Samuel Brian Wilkinson was a registered financial professional .
Samuel is a previously registered financial professional and started their career in finance in 2008. Samuel had worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 29, 2014 - July 16, 2021
WILKINSON FINANCIAL LLC
August 24, 2013 - September 16, 2013
SB ADVISORY, LLC
August 24, 2013 - September 16, 2013
IFS SECURITIES
November 2, 2012 - September 17, 2013
LPL FINANCIAL LLC
November 2, 2012 - September 17, 2013
LPL FINANCIAL LLC
July 28, 2008 - November 8, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
July 17, 2008 - November 8, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
WILKINSON FINANCIAL LLC
CRD#: 169501 / SEC#:
Contact information
Red Flags
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