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Christopher Keith Wilkinson

Sharebuilder 401K

Richmond, VA

Seattle, WA

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Current Employers
Sharebuilder 401K

801 Second Ave Suite 1400, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-04-19
  • VA RA
    APPROVED
    Since 2023-04-19

Branch Locations

Richmond, VA • United States

801 Second Ave Suite 1400, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investment Services, Llc Melville NY 01/2013 07/2019
Capital One Sharebuilder, Inc. Mclean VA 01/2015 07/2019
Sharebuilder 401K Seattle WA 07/2019 04/2022
Sharebuilder Advisors Seattle WA 04/2023 Present
Costar Group Richmond VA 04/2022 03/2023
  • 01/2013 → 07/2019
    Capital One Investment Services, Llc
    Melville, NY
  • 01/2015 → 07/2019
    Capital One Sharebuilder, Inc.
    Mclean, VA
  • 07/2019 → 04/2022
    Sharebuilder 401K
    Seattle, WA
  • 04/2023 → Present
    Sharebuilder Advisors
    Seattle, WA
  • 04/2022 → 03/2023
    Costar Group
    Richmond, VA
Previous Registrations
  • 2019-08-02 → 2022-04-18
    Sharebuilder 401K
    Richmond, VA
    Seattle, WA
  • 2015-01-28 → 2019-08-01
    Capital One Advisors, Llc
    Seattle, WA
    Glen Allen, VA
    Mclean, VA
  • 2013-02-14 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
  • 2011-10-25 → 2012-08-29
    Spire Wealth Management, Llc
    Mclean, VA
  • 2010-05-25 → 2010-09-13
    Lpl Financial Llc
    Glen Allen, VA
  • 2010-05-12 → 2010-05-17
    Girard Securities, Inc.
    Newport News, VA
  • 2009-12-08 → 2010-05-07
    Micg Investment Management, Llc
    Newport News, VA
    Newport News, VA
    Richmond, VA
  • 2008-03-11 → 2009-01-06
    Ubs Financial Services Inc.
    Richmond, VA
    Weehawken, NJ
    Richmond, VA
  • 2006-02-03 → 2007-07-11
    Wells Fargo Clearing Services, Llc
    Richmond, VA
  • 2005-02-16 → 2005-10-24
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 1999-10-01 → 2005-01-06
    Wells Fargo Clearing Services, Llc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-20
S63 Uniform Securities Agent State Law Examination 1996-07-26
  • S65 Uniform Investment Adviser Law Examination
    1996-08-20
  • S63 Uniform Securities Agent State Law Examination
    1996-07-26
Other Names
  • Chris Wilkinson
  • Christopher Wilkinson
  • Christopher Keith Wilkinson

View on SEC IAPD

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