Reginald Wayman Wilkes

Current Employers

Employment History

• 12/2007 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 11/2017 → Present
  Janney Montgomery Scott, Llc
  Philadelphia, PA

Previous Registrations

• 2008-02-01 → 2017-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 2007-09-17 → 2008-02-07
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2004-11-12 → 2007-09-17
  Mercantile Brokerage Services, Inc.
  Radnor, PA
  Baltimore, MD
  Reisterstown, MD
• 2002-06-26 → 2004-11-15
  Uvest Financial Services Group, Inc.
  Wayne, PA

Other Businesses

1) Alexander-Tharpe Fund Board; Charitable arm of the athletic department of Georgia institute of technology/ GA tech; 150 Bobby Dodd way N.W. Atlanta, GA 30332; Start date: 10/15/2020; Board member; debate primary fundraising opportunities and goals for what serves as the primary fundraising department supporting student-athletes at GA tech and join other Members in the oversight of the Fund and to support raising funds for Scholarships for Student-Athletes at Georgia Tech; 3hrs/month; 0.10hr/day; Not investment-related. 2) The Bobby Dodd Coach of the Year Award Foundation, Atlanta, GA; Not investment related; Nature: Foundation supporting Athletics; Title/Position: Board Member - the Board Members are comprised of former Student Athletes from both Georgia Tech and the University of Georgia; Duties: meet to discuss candidates eligible for the best Division 1 NCAA College Football Coach Award; Start 12/9/2021; Devotes 1 hour/month; Not compensated. 3) GR8 Father Figure, Willow Grove, PA. Charitable Organization providing guidance and support to young Student-athletes and their families. Board member - Support the organization as they reach out to Families and student athletes. and provide guidance about sports and schools which can provide the best college experience for the student based upon need. Not compensated, 1 hr/month, not investment related. 4) Rental Properties, Philadelphia, PA. Co-owner w/spouse. Not investment related, no day-to-day activities, rental income. 5) Wright-Hayre Fund, Philadelphia, PA. Donor advised fund, donate fund to children's education programs in/around Philadelphia. Board Member (01/2005) - Suggest local charitable groups that would be eligible to receive funds based on education outcomes for youths. Not compensated, 0.25 hours/month, not investment related. 6) United Negro College Fund (UNCF), Philadelphia, PA. Vice Chair/Fundraising (11/2018) - help support the fundraising efforts of UNCF. Not investment related, not compensated, 4 hrs,/month. 7) Mother Bethel AME Church Foundation, Philadelphia, PA. Foundation Board Member (07/2026) - Monitor ongoing charitable donations to the church. Not investment related, not compensated, 2 hrs./month. 8)

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-06
• S63 Uniform Securities Agent State Law Examination
  1988-07-27

Other Names

• Reginald Wayman Wilkes
• Reggie Wilkes
• Reginald Wayman Wilkes