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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities Independent Network | Diboll | TX | 07/1997 | 06/2019 |
| Lpl Financial, Llc | Diboll | TX | 06/2019 | Present |
1. 06/26/2012 - NOTARY SERVICES/ NOTARY/ INVESTMENT RELATED/ 0%/ DIBOLL, TX 2. 01/01/2008 - WILKERSON TAX SERVICES/ TAX PREP, ACCOUNTING, CPA/ INVESTMENT RELATED/ 5%/ DIBOLL, TX 3. 06/14/2019 - WILKERSON INVESTMENT SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 95%/ DIBOLL, TX 4. 05/01/2014 - TREY WILKERSON/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 3%/ DIBOLL, TX 5. 09/03/2019 - Wilkerson Investment and Tax Services - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/26/2019 - 160 hrs/mo - 8 hrs during trading. 6. 09/18/2019 - City of Diboll - Investment related - 400 Kenley St, Diboll, TX 75941 - Political Office - start date:05/02/2020 - 5 hrs/mo - 0 hrs during trading - Mayor, City of Diboll, Texas Term would begin May 2020. 7. 12/9/2021 - Wilkerson LLC - Investment Related - Diboll, TX 75941 - Real Estate Rental - Start Date: 12/10/2021 - 1 Hours Per Month/0 Hours During Securities Trading - Commercial building will house my investment and tax services office in one suite.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-06 |
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