Dan Charles Wilkinson

Current Employers

Employment History

• 03/1992 → Present
  Self - The Wilkinson Agency
  Albuquerque, NM
• 10/1998 → 08/2025
  Dearborn Financial
  Albuquerque, NM
• 07/1999 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2025 → Present
  Kaplan
  Albuquerque, NM

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: KAPLAN; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EDUCATION AND TRAINING; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EDUCATION AND TRAINING; 3. W-2 EE RELATIONSHIP 3 DAY CLASS; 4. HIGH SCHOOL/CLUB - UMPIRE, REFEREE 5. NAME OF OTHER BUSINESS: THE LOAN FUND, INVESTMENT RELATED: NO, ADDRESS: 423 IRON AVE SW, ALBUQUERQUE, NM 87102, NATURE OF BUSINESS: NON-PROFIT, START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: KEEP MINUTES, MAKE COMMENTS, DONATE AND VOLUNTEER TIME; 6.NAME OF OTHER BUSINESS: LIFEQUEST INVESTMENT RELATED: NO ADDRESS: 4020 EDITH BLVD, ALBUQUERQUE, NM 87107 NATURE OF BUSINESS: NON-PROFIT START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: MENTOR APX NUMBER OF HOURS PER WEEK: 2 NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: MENTOR YOUTH ON LIFE SKILLS, EMPOWER YOUTH TO RESIST UNHEALTHY TEMPTATIONS; 7. NAME OF OTHER BUSINESS: BLACK CHAMBER OF COMMERCE OF NEW MEXICO; INVESTMENT RELATED: NO; ADDRESS: 3150 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110; NATURE OF BUSINESS: BOARD; START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS; 8. NAME OF OTHER BUSINESS: DAN WILKINSON AGENCY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE DBA; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SALE & SERVICE OF FIXED INSURANCE DBA;

Exams

• S66 Uniform Combined State Law Examination
  2016-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-03-26