Victor Patrick Wilkerson

Current Employers

Employment History

• 07/2011 → 12/2018
  Advocacy Wealth Management
  Atlanta, GA
• 02/2019 → 11/2021
  Cape Securities
  Mcdonough, GA
• 02/2019 → 11/2021
  Cape Investment Advisory
  Mcdonough, GA
• 12/2019 → 12/2023
  American Global Wealth Management, Inc
  Mcdonough, GA
• 05/2021 → Present
  Trinity Street Financial
  Woodstock, GA
• 11/2021 → 12/2025
  Armis Strategies
  Hartwell, GA
• 11/2021 → 12/2025
  Bison Advisors, Llc
  Hartwell, GA
• 12/2025 → Present
  Brookhaven Integrated Wealth Strategies
  Hartwell, GA

Previous Registrations

• 2024-10-21 → 2025-03-07
  Bison Wealth, Llc
  Atlanta, GA
• 2019-02-20 → 2021-12-02
  Cape Investment Advisory, Inc.
  Mcdonough, GA
  Woodstock, GA
• 2012-01-30 → 2018-12-11
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 2011-11-01 → 2014-09-24
  Certus Investment Advisors, Llc
  Charlotte, NC
• 2011-03-23 → 2013-11-07
  Sage Capital Holdings, Llc
  Atlanta, GA
• 2010-06-02 → 2011-03-28
  Certussecurities, Inc.
  Stamford, CT
  Atlanta, GA
  Atlanta, GA
  Charlotte, NC
• 2007-11-26 → 2010-04-27
  First Legacy Securities, Llc
  Helena, AL
• 2003-12-11 → 2007-11-26
  First Horizon Advisors, Inc.
  Alpharetta, GA
  Alpharetta, GA
• 2001-11-19 → 2003-12-03
  National Planning Corporation
  Atlanta, GA

Other Businesses

- Founder, Trinity Street Financial. Investment Related - Insurance General Agency 163 Bellehaven Dr Woodstock, GA 30188. Work 10-20 hours/month. - Managing Director, Planning - Brookhaven Integrated Wealth Strategies. - Investment Related - Planning consultant to CPA firm. - 122 W. Franklin Street, Hartell GA 30643 - Approximately 10 hours/month during trading hours,

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-05
• S65 Uniform Investment Adviser Law Examination
  1998-05-09

Designations