Christopher Keith Wilkinson

Employer firm

Sharebuilder 401K CRD 300537

5,500 advisory clients

Reported services (Item 5G)

• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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