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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-30 |
| NY | RA | APPROVED | 2023-09-08 |
| DE | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2023-01-03 |
| NJ | RA | APPROVED | 2022-12-13 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwcatering | Philadelphia | PA | 08/2010 | 08/2020 |
| Bhhs Fox & Roach | Marlton | NJ | 08/2020 | 03/2024 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 11/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Michael Wilkens Business is not investment related Address - 448 Moyer St., Philadelphia, PA 19125 Nature of business - Rental property Position - Owner/Landlord Start - 11/4/2017 Hours per month - 20 Hours during securities trading hours - 0 Duties - Responsible for the financial and maintenance related issues for the property AGIA POSITION: Agent NATURE: Non-Securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/19/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA KATHLEEN R WILKENS LLC POSITION: non-compensated manager NATURE: Establishing an IRA LLC for the purchase of investment property - rental property The Madison Trust account number will be established when the LLC is set up INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 1219 Kay Dr W, Cherry Hill NJ 08034, United States DESCRIPTION: non-compensated manager of investment property purchased with IRA funds KATHLEEN R WILKENS LLC POSITION: non-compensated manager NATURE: Establishing an IRA LLC for the purchase of investment property - rental property The Madison Trust account number will be established when the LLC is set up INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 1108 Bedford Ave, Cherry Hill NJ 08002, United States DESCRIPTION: non-compensated manager of investment property purchased with IRA funds MICHAEL WILKENS POSITION: Owner/Landlord NATURE: Rental Property. As landlord/owner we are responsible for all aspects of the property be it financial or maintenance based. Total time dedicated to; and total income received will be less than 10%. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2017 ADDRESS: 1108 Bedford Ave, Cherry Hill NJ 08002, United States DESCRIPTION: Landlord and owner of the property. Rents to long term tenants. Responsible for financial and physical property duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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