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Trey Landel Wilkerson

LPl Financial LLC

Diboll, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-14
  • TX RA
    APPROVED
    Since 2019-06-14

Branch Locations

205 N Temple, Diboll, TX 75941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hilltop Securities Independent Network Diboll TX 07/1997 06/2019
Lpl Financial, Llc Diboll TX 06/2019 Present
  • 07/1997 → 06/2019
    Hilltop Securities Independent Network
    Diboll, TX
  • 06/2019 → Present
    Diboll, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-17
S63 Uniform Securities Agent State Law Examination 1998-01-06
  • S65 Uniform Investment Adviser Law Examination
    2008-11-17
  • S63 Uniform Securities Agent State Law Examination
    1998-01-06

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