Jillianne Wilkinson

Current Employers

Employment History

• 07/2004 → Present
  Synergy Investment Group
  Charlotte, NC
• 10/2008 → Present
  Buffalo Shield Financial Planning
  Cheyenne, WY
• 02/2012 → Present
  Stonex Securities Inc.
  Cheyenne, WY
• 08/2017 → Present
  Stonex Advisors Inc
  Cheyenne, WY

Previous Registrations

• 2012-04-26 → 2017-11-21
  Synergy Investment Group, Llc
  Kannapolis, NC
  Cheyenne, WY
• 2017-07-06 → 2017-10-26
  Bts Asset Management, Inc.
  Cheyenne, WY
• 2005-02-17 → 2012-03-07
  Synergy Investment Group, Llc
  Charlotte, NC
  Cheyenne, WY
• 2003-11-25 → 2004-07-12
  Main Street Advisors, Llc
  Fort Collins, CO

Other Businesses

1. **BUFFALO SHIELD FINANCIAL PLANNING - DBA 236 MANWEAL DRIVE CHEYENNE WY. 82009- YES INVESTMENT RELATED NATURE OF BUSINESS; DBA OWNER, -START DATE 02/2012 HOURS PER MONTH N/A just DBA 2)SYNERGY INSURANCE GROUP, INC. NOT INVESTMENT RELATED- 2622 DALE EARNHARDT BLVD. KANNAPOLIS, NC. 28083 - NATURE OF BUSINESS IS INSURANCE- POSITION IS INSURANCE AGENT-START DATE IS 2003- APPX HOURS PER MONTH DURING SEC TRADING HOURS IS 2- DESCRIPTION OF DUTIES IS INSURANCE SALES. 3) Medicine Wheel Acupuncture 236 Manewal Drive, Cheyenne, WY 82009 Non-Investment related Volunteer Admin help after hours Friend owns clinic where I rent office space in, would like to help after hours with filing, taking voice messages and returning patient's phone calls 09/01/2014 8-9 hours spent per month and no hours during market hours 4) Instructor for Federal Retirement Benefits classes 236 Manewal Drive, Cheyenne, WY 82009 Hired by WY National Air and Army Guard, as well as some other Federal Agencies in the Cheyenne area, to instruct Federal Employee Retirement Benefits classes. Non-investment related Instructor 01/01/2008 Teach two 6.5-hour retirement benefits classes each year to local federal employees One hour spent on this OBA monthly, with one during market hours. 5) RTS Enterprises, LLC 1611 37th St Evans, CO 80620 Nature of Business: RTS Enterprises is an LLC formed to support the 2 buildings used by RTS member's martial arts school. Investment Related: Non-Investment Related Title: Deputy Manager Secretary Treasurer Duties: I own a minor share of RTS Enterprises, LLC. I am officially the Deputy Manager and Secretary Treasurer. Minor Secretarial help on the weekends. I do some bill paying and I transmit accounting information to the tax accountant for tax returns. I make a few calls to coordinate property maintenance throughout the year. Start Date: 01/01/2020 Hours Devoted to Business: 2 hours Hours Devoted to Business during Market Hours: 1 hour

Exams

• S66 Uniform Combined State Law Examination
  2003-03-31
• S63 Uniform Securities Agent State Law Examination
  2000-02-28